A smart beta exchange traded fund, the Nuveen ESG Mid-Cap Value ETF (NUMV) debuted on 12/13/2016, and offers broad exposure to the Style Box - Mid Cap Value category of the market.
A smart beta exchange traded fund, the Nuveen ESG Mid-Cap Value ETF (NUMV) debuted on 12/13/2016, and offers broad exposure to the Style Box - Mid Cap Value category of the market.
The Nuveen ESG Mid-Cap Value ETF (NUMV) made its debut on 12/13/2016, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Mid Cap Value category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,386 | $127,218.11 | $148,645.4 | $21,427.29 | 16.84% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 9,049 | $268,824.61 | $396,979.63 | $128,155.02 | 47.67% |
| RR rosemary richard WCG Wealth Advisors LLC | 57,350 | $2.16M | $2.52M | $353,093.55 | 16.33% |
Lindsey Seagraves Carson Advisory Inc. | 18,070 | $513,730.1 | $795,080 | $281,349.9 | 54.77% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 19,134 | $610,637.13 | $841,513.32 | $230,876.19 | 37.81% |
| BATS Exchange | US Country |
The company specializes in offering an investment fund that prioritizes environmental, social, and governance (ESG) criteria alongside financial returns. It dedicates a substantial portion of its portfolio, at least 80% of its assets plus any borrowed funds for investment, to equity securities of mid-cap companies listed on U.S. exchanges that exhibit value characteristics and align with specific ESG standards. This methodical approach underscores the organization's commitment to sustainable investing by integrating ESG considerations into the investment selection process, thereby catering to investors looking to make a positive impact alongside seeking financial growth.
This product offers investors the opportunity to allocate their assets into a fund that invests primarily in mid-cap companies demonstrating favorable environmental, social, and governance attributes. The fund's investment strategy is to concentrate on securities that are part of an index reflecting these ESG criteria, ensuring that investments contribute to responsible business practices alongside potential financial returns.
Targeting equity securities with value characteristics, the fund provides an avenue for investors to engage with companies that possess solid fundamentals but may be undervalued by the market. This approach allows for potential growth and financial gains through investments in mid-capitalization companies that are also aligned with rigorous ESG standards, offering a balanced mix of principle-based investment and financial prudence.