Annis Gardner Whiting Capital Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Annis Gardner Whiting Capital Advisors’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 Q4	–	Sell	-380	Closed	-$16.7K	–	1311
2025 Q3	$16.7K	Hold	380	–	–	﹤0.01%	635
2025 Q2	$15.9K	Buy	380 +5	+1%	+$199	0.01%	605
2025 Q1	$15.2K	Buy	+375	New	+$15.2K	0.01%	494

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's NULV Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2025, closing a stake of 380 shares — an estimated $16.7K sold.

Annis Gardner Whiting Capital Advisors first reported a position in NULV in Q1 2025 and held it in 3 quarters. The position peaked at $16.7K in Q3 2025. 275 funds tracked by Wall St. Rank hold NULV as of Q4 2025.

Annis Gardner Whiting Capital Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 380 Nuveen ESG Large-Cap Value ETF shares in Q4 2025, an estimated $16.7K.
Annis Gardner Whiting Capital Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2025 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $16.7K in Q3 2025.
275 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.