Nuveen ESG Mid-Cap Value ETF

Shareclass
Nuveen ESG Mid-Cap Value ETF (NUMV)
Type
Exchange-traded fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Nuveen ESG Mid-Cap Value ETF

FUND COVERAGE
# of holdings93
% of assets100%
Score
53 / 100
Rank

97.4 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #29 out of 1,085

Grade
A

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Biogen Inc
         % of fund invested: 0.89%
         $USD invested: $3.6M
  • 2. Willis Towers Watson PLC
         % of fund invested: 1.79%
         $USD invested: $7.22M
  • 3. General Mills Inc
         % of fund invested: 1.28%
         $USD invested: $5.2M
  • 4. Xylem Inc
         % of fund invested: 2.04%
         $USD invested: $8.25M
  • 5. The Hartford Insurance Group Inc
         % of fund invested: 1.5%
         $USD invested: $6.06M
  • 6. Prudential Financial Inc
         % of fund invested: 1.93%
         $USD invested: $7.81M
  • 7. Keysight Technologies Inc
         % of fund invested: 1.17%
         $USD invested: $4.74M
  • 8. Owens-Corning Inc
         % of fund invested: 1.05%
         $USD invested: $4.25M
  • 9. Clorox Co
         % of fund invested: 0.14%
         $USD invested: $578,157
  • 10. Kellanova
         % of fund invested: 1.12%
         $USD invested: $4.51M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Markel Group Inc
         % of fund invested: 0.21%
         $USD invested: $841,150
  • 2. Steel Dynamics Inc
         % of fund invested: 1.75%
         $USD invested: $7.07M
  • 3. Genuine Parts Co
         % of fund invested: 1.48%
         $USD invested: $6M
  • 4. Martin Marietta Materials Inc
         % of fund invested: 0.61%
         $USD invested: $2.47M
  • 5. Expeditors International of Washington Inc
         % of fund invested: 0.8%
         $USD invested: $3.24M
  • 6. International Paper Co
         % of fund invested: 0.83%
         $USD invested: $3.34M
  • 7. PulteGroup Inc
         % of fund invested: 1.62%
         $USD invested: $6.57M
  • 8. Take-Two Interactive Software Inc
         % of fund invested: 1.59%
         $USD invested: $6.42M
  • 9. Western Digital Corp
         % of fund invested: 2.82%
         $USD invested: $11.41M
  • 10. Dollar Tree Inc
         % of fund invested: 0.94%
         $USD invested: $3.82M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Nuveen ESG Mid-Cap Value ETF

Totals

Holdings
Assets
Weight
Prisons
3
$23.22M
5.74%
     Prisons high risk
1
$6.2M
1.53%
     Private prisons
0
$0
0%
Borders
2
$11.75M
2.91%
     Borders high risk
1
$6.2M
1.53%
Total
4
$28.77M
7.11%
Full fund results

Holdings — 4 flagged holdings

1.
Cardinal Health Inc
Prisons
$9.61M
2.38%
Prisons
$9.61M
2.38%
2.
Archer-Daniels-Midland Co
Prisons
$7.41M
1.83%
Prisons
$7.41M
1.83%
3.
Regions Financial Corp
Prisons
Borders
$6.2M
1.53%
Prisons
Borders :
$6.2M
1.53%
4.
TransUnion
Borders
$5.55M
1.37%
Borders :
$5.55M
1.37%
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