3EDGE Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

3EDGE Asset Management’s Portfolio NULV Stock Details NULV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-17,906	Closed	-$747K	–	93
2024 Q3	$747K	Sell	17,906 -13,804	-44%	-$547K	0.05%	48
2024 Q2	$1.2M	Sell	31,710 -67,495	-68%	-$2.55M	0.09%	41
2024 Q1	$3.86M	Buy	99,205 +33,056	+50%	+$1.21M	0.3%	22
2023 Q4	$2.38M	Buy	+66,149	New	+$2.26M	0.18%	23
2023 Q2	–	Sell	-21,957	Closed	-$748K	–	44
2023 Q1	$748K	Buy	21,957 +7,059	+47%	+$243K	0.06%	35
2022 Q4	$510K	Sell	14,898 -15,448	-51%	-$527K	0.04%	36
2022 Q3	$937K	Sell	30,346 -10,570	-26%	-$361K	0.07%	23
2022 Q2	$1.37M	Sell	40,916 -30,992	-43%	-$1.11M	0.1%	18
2022 Q1	$2.73M	Buy	+71,908	New	+$2.7M	0.2%	15
2021 Q3	–	Sell	-15,300	Closed	-$578K	–	50
2021 Q2	$578K	Buy	+15,300	New	+$576K	0.04%	35

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

3EDGE Asset Management's NULV Position: Q4 2024 in Review

3EDGE Asset Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2024, closing a stake of 17,906 shares — an estimated $747K sold.

3EDGE Asset Management first reported a position in NULV in Q2 2021 and held it in 10 quarters. The position peaked at $3.86M in Q1 2024. 249 funds tracked by Wall St. Rank hold NULV as of Q4 2024.

3EDGE Asset Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
3EDGE Asset Management sold 17,906 Nuveen ESG Large-Cap Value ETF shares in Q4 2024, an estimated $747K.
3EDGE Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2021 and held it in 10 quarters.
3EDGE Asset Management's Nuveen ESG Large-Cap Value ETF position peaked at $3.86M in Q1 2024.
249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2024.

Based on 3EDGE Asset Management's 13F filing for Q4 2024, filed 31 Jan 2025.