AllSquare Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

AllSquare Wealth 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
2025 Q3	$6.84K	Hold	156	–	–	﹤0.01%	411
2025 Q2	$6.54K	Hold	156	–	–	﹤0.01%	416
2025 Q1	$6.32K	Hold	156	–	–	﹤0.01%	413
2024 Q4	$6.14K	Hold	156	–	–	﹤0.01%	418
2024 Q3	$6.51K	Hold	156	–	–	﹤0.01%	414
2024 Q2	$5.89K	Hold	156	–	–	﹤0.01%	415
2024 Q1	$6.06K	Hold	156	–	–	﹤0.01%	412
2023 Q4	$5.6K	Hold	156	–	–	﹤0.01%	415
2023 Q3	$5.24K	Hold	156	–	–	﹤0.01%	415
2023 Q2	$5.14K	Hold	156	–	–	﹤0.01%	430
2023 Q1	$5.32K	Hold	156	–	–	﹤0.01%	430
2022 Q4	$5.34K	Hold	156	–	–	﹤0.01%	416
2022 Q3	$5K	Hold	156	–	–	﹤0.01%	416
2022 Q2	$5K	Hold	156	–	–	﹤0.01%	423
2022 Q1	$6K	Buy	+156	New	+$5.86K	﹤0.01%	413

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AllSquare Wealth Management's NULV Position: Q3 2025 in Review

AllSquare Wealth Management held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q3 2025 at 156 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

AllSquare Wealth Management first reported a position in NULV in Q1 2022 and has held it in 15 quarters since. 256 funds tracked by Wall St. Rank hold NULV as of Q3 2025.

AllSquare Wealth Management held 156 shares of Nuveen ESG Large-Cap Value ETF worth $6.84K as of Q3 2025.
AllSquare Wealth Management left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q3 2025.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #411 holding.
AllSquare Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 15 quarters since.
256 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.