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Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in NUVEEN ESG MID-CAP VALUE ETF

Steward Partners Investment Advisory, LLC holds 2,772 shares of NUMV (NUVEEN ESG MID-CAP VALUE ETF), worth $120,544 as of 2026-Q2. The position was increased (+13.9% shares). NUMV represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$120,544

Current Shares

2,772

Total Value Change

-$146,362

Total Shares Change

-4,473

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2,772
+13.9%
$120,5440.0%$43.49
25
2026-Q1
Decreased
2,433
-5.4%
$94,3180.0%$40.99
0
2025-Q4
Increased
2,572
+0.9%
$100,5560.0%$39.49
22
2025-Q3
Increased
2,550
+11.2%
$98,6720.0%$37.99
24
2025-Q2
Increased
2,294
+3.1%
$82,7110.0%$35.27
22
2025-Q1
Increased
2,225
+3.6%
$76,1290.0%$33.43
22
2024-Q4
Decreased
2,147
-70.4%
$74,7490.0%$34.19
0
2024-Q3
Increased
7,245
+214.4%
$266,9060.0%$35.58
37

Other major holders of NUMV: TIAA TRUST, NATIONAL ASSOCIATION, MORGAN STANLEY

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