Nuveen ESG Mid-Cap Value
NUMV
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- Nuveen ESG Mid-Cap Value ETF (NUMV) is an exchange-traded fund that seeks to provide investment results that correspond to the performance of the TIAA ESG USA Mid-Cap Value Select Index. The fund invests at least 80% of its net assets in equity securities included in the index, which comprises mid-cap value stocks of U.S. companies screened for environmental, social, and governance (ESG) criteria; it employs a full replication strategy or representative sampling to track the index while minimizing tracking error. NUMV offers investors exposure to approximately 150-200 holdings, focusing on sectors such as financials, industrials, consumer discretionary, and information technology, with an emphasis on companies demonstrating strong ESG profiles alongside value characteristics like low price-to-book and price-to-earnings ratios. The ETF's portfolio construction integrates quantitative ESG scoring from multiple data providers, excluding firms involved in controversial activities such as tobacco, weapons, or fossil fuels; it also prioritizes positive ESG ratings in areas like carbon emissions reduction and board diversity. Nuveen, the fund sponsor and a subsidiary of TIAA, leverages its expertise in sustainable investing to manage NUMV, launched in 2018 and headquartered in Chicago, Illinois. The fund operates primarily in the U.S. market, targeting institutional and retail investors seeking ESG-aligned mid-cap value strategies. Recent developments include portfolio rebalancing in line with annual index reconstitutions, enhanced ESG screening methodologies adopted in 2024 to incorporate climate transition risks, and increased assets under management surpassing $100 million as of late 2025 amid growing demand for sustainable mid-cap exposure; no major acquisitions or structural changes have occurred in the past two years.