Balanced Rock Investment Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Balanced Rock Investment 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
2026 Q2	$2.75M	Sell	54,965 -3,129	-5%	-$155K	1.71%	21
2026 Q1	$2.64M	Buy	58,094 +409	+0.7%	+$19.1K	1.85%	17
2025 Q4	$2.6M	Sell	57,685 -1,300	-2%	-$58.1K	1.85%	18
2025 Q3	$2.59M	Buy	58,985 +2,258	+4%	+$96.3K	1.89%	17
2025 Q2	$2.38M	Buy	56,727 +9,986	+21%	+$397K	1.87%	18
2025 Q1	$1.89M	Sell	46,741 -497	-1%	-$20.2K	1.51%	20
2024 Q4	$1.86M	Buy	47,238 +2,411	+5%	+$100K	1.47%	22
2024 Q3	$1.87M	Sell	44,827 -164	-0.4%	-$6.5K	1.47%	19
2024 Q2	$1.7M	Buy	44,991 +246	+0.5%	+$9.29K	1.43%	20
2024 Q1	$1.74M	Sell	44,745 -40,125	-47%	-$1.47M	1.48%	18
2023 Q4	$3.05M	Buy	+84,870	New	+$2.9M	2.71%	10

Other funds holding NULV

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Balanced Rock Investment Advisors's NULV Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 5.4% in Q2 2026, selling an estimated $155K and leaving 54,965 shares worth $2.75M. The position accounts for 1.71% of the portfolio, ranked #21.

Balanced Rock Investment Advisors first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.05M in Q4 2023. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Balanced Rock Investment Advisors held 54,965 shares of Nuveen ESG Large-Cap Value ETF worth $2.75M as of Q2 2026.
Balanced Rock Investment Advisors sold 3,129 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $155K.
Nuveen ESG Large-Cap Value ETF made up 1.71% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #21 holding.
Balanced Rock Investment Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Rock Investment Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $3.05M in Q4 2023.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.