Baird Financial Group
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Baird Financial Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Baird Financial Group’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
-6,345
Closed -$250K – 1811
2024
Q4 		$250K Hold
6,345
– – ﹤0.01% 1620
2024
Q3 		$265K Hold
6,345
– – ﹤0.01% 1580
2024
Q2 		$240K Sell
6,345
-107
-2% -$4.04K ﹤0.01% 1621
2024
Q1 		$251K Buy
6,452
+107
+2% +$3.93K ﹤0.01% 1615
2023
Q4 		$228K Hold
6,345
– – ﹤0.01% 1603
2023
Q3 		$213K Hold
6,345
– – ﹤0.01% 1607
2023
Q2 		$220K Hold
6,345
– – ﹤0.01% 1590
2023
Q1 		$216K Hold
6,345
– – ﹤0.01% 1596
2022
Q4 		$217K Sell
6,345
-179
-3% -$6.11K ﹤0.01% 1580
2022
Q3 		$201K Sell
6,524
-200
-3% -$6.84K ﹤0.01% 1613
2022
Q2 		$224K Sell
6,724
-6,795
-50% -$244K ﹤0.01% 1668
2022
Q1 		$514K Sell
13,519
-616
-4% -$23.1K ﹤0.01% 1394
2021
Q4 		$549K Buy
14,135
+14
+0.1% +$546 ﹤0.01% 1435
2021
Q3 		$529K Sell
14,121
-87
-0.6% -$3.33K ﹤0.01% 1444
2021
Q2 		$536K Buy
14,208
+4,412
+45% +$166K ﹤0.01% 1382
2021
Q1 		$355K Buy
9,796
+2,019
+26% +$69.2K ﹤0.01% 1464
2020
Q4 		$256K Buy
7,777
+122
+2% +$3.82K ﹤0.01% 1420
2020
Q3 		$223K Hold
7,655
– – ﹤0.01% 1377
2020
Q2 		$214K Buy
+7,655
New +$206K ﹤0.01% 1399
2020
Q1 		– Sell
-6,975
Closed -$229K – 1513
2019
Q4 		$229K Buy
+6,975
New +$223K ﹤0.01% 1430

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Baird Financial Group's NULV Position: Q1 2025 in Review

Baird Financial Group sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2025, closing a stake of 6,345 shares — an estimated $250K sold.

Baird Financial Group first reported a position in NULV in Q4 2019 and held it in 20 quarters. The position peaked at $549K in Q4 2021. 255 funds tracked by Wall St. Rank hold NULV as of Q1 2025.

  • Baird Financial Group reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Baird Financial Group sold 6,345 Nuveen ESG Large-Cap Value ETF shares in Q1 2025, an estimated $250K.
  • Baird Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2019 and held it in 20 quarters.
  • Baird Financial Group's Nuveen ESG Large-Cap Value ETF position peaked at $549K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2025.

Based on Baird Financial Group's 13F filing for Q1 2025, filed 15 May 2025.