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American Financial & Tax Strategies’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

American Financial & Tax Strategies’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
2026
Q2 		$569K Hold
11,389
– – 0.26% 70
2026
Q1 		$518K Sell
11,389
-11
-0.1% -$513 0.25% 70
2025
Q4 		$514K Buy
11,400
+3,197
+39% +$143K 0.26% 70
2025
Q3 		$360K Buy
8,203
+550
+7% +$23.5K 0.18% 77
2025
Q2 		$321K Buy
7,653
+573
+8% +$22.8K 0.17% 80
2025
Q1 		$287K Buy
7,080
+1,366
+24% +$55.4K 0.15% 80
2024
Q4 		$225K Buy
5,714
+31
+0.5% +$1.29K 0.12% 89
2024
Q3 		$237K Buy
5,683
+341
+6% +$13.5K 0.12% 90
2024
Q2 		$202K Hold
5,342
– – 0.11% 92
2024
Q1 		$208K Buy
+5,342
New +$196K 0.11% 90

Other funds holding NULV

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

American Financial & Tax Strategies's NULV Position: Q2 2026 in Review

American Financial & Tax Strategies held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 11,389 shares worth $569K. The position accounts for 0.26% of the portfolio, ranked #70.

American Financial & Tax Strategies first reported a position in NULV in Q1 2024 and has held it in 10 quarters since. 219 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • American Financial & Tax Strategies held 11,389 shares of Nuveen ESG Large-Cap Value ETF worth $569K as of Q2 2026.
  • American Financial & Tax Strategies left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.26% of American Financial & Tax Strategies's portfolio in Q2 2026, its #70 holding.
  • American Financial & Tax Strategies first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 219 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.