AIFG Consultants’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

AIFG Consultants’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
2025 Q1	–	Sell	-5,327	Closed	-$210K	–	52
2024 Q4	$210K	Sell	5,327 -12,465	-70%	-$518K	0.34%	50
2024 Q3	$742K	Sell	17,792 -19	-0.1%	-$752	0.56%	25
2024 Q2	$673K	Buy	17,811 +157	+0.9%	+$5.93K	0.5%	24
2024 Q1	$686K	Buy	17,654 +955	+6%	+$35.1K	0.49%	22
2023 Q4	$600K	Sell	16,699 -593	-3%	-$20.3K	0.46%	20
2023 Q3	$581K	Buy	17,292 +4,030	+30%	+$141K	0.48%	20
2023 Q2	$460K	Sell	13,262 -1,153	-8%	-$39K	0.37%	24
2023 Q1	$491K	Buy	+14,415	New	+$497K	0.42%	23

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

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

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

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

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

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

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

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

AIFG Consultants's NULV Position: Q1 2025 in Review

AIFG Consultants sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2025, closing a stake of 5,327 shares — an estimated $210K sold.

AIFG Consultants first reported a position in NULV in Q1 2023 and held it in 8 quarters. The position peaked at $742K in Q3 2024. 254 funds tracked by Wall St. Rank hold NULV as of Q1 2025.

AIFG Consultants reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
AIFG Consultants sold 5,327 Nuveen ESG Large-Cap Value ETF shares in Q1 2025, an estimated $210K.
AIFG Consultants first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2023 and held it in 8 quarters.
AIFG Consultants's Nuveen ESG Large-Cap Value ETF position peaked at $742K in Q3 2024.
254 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2025.

Based on AIFG Consultants's 13F filing for Q1 2025, filed 23 Apr 2025.