Baldrige Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Baldrige Asset 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
2023 Q1	$468K	Buy	13,740 +404	+3%	+$13.9K	0.19%	72
2022 Q4	$457K	Buy	13,336 +1,462	+12%	+$49.9K	0.2%	69
2022 Q3	$367K	Buy	11,874 +3,202	+37%	+$109K	0.17%	77
2022 Q2	$289K	Sell	8,672 -4,242	-33%	-$152K	0.13%	90
2022 Q1	$491K	Buy	12,914 +5,481	+74%	+$206K	0.2%	75
2021 Q4	$289K	Buy	7,433 +3,117	+72%	+$122K	0.11%	92
2021 Q3	$162K	Buy	4,316 +1,186	+38%	+$45.4K	0.07%	108
2021 Q2	$118K	Buy	+3,130	New	+$118K	0.05%	122

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baldrige Asset Management's NULV Position: Q1 2023 in Review

Baldrige Asset Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3% in Q1 2023, buying an estimated $13.9K and bringing the position to 13,740 shares worth $468K. The position accounts for 0.19% of the portfolio, ranked #72.

Baldrige Asset Management first reported a position in NULV in Q2 2021 and has held it in 8 quarters since. The position peaked at $491K in Q1 2022. 197 funds tracked by Wall St. Rank hold NULV as of Q1 2023.

Baldrige Asset Management held 13,740 shares of Nuveen ESG Large-Cap Value ETF worth $468K as of Q1 2023.
Baldrige Asset Management bought 404 Nuveen ESG Large-Cap Value ETF shares in Q1 2023, an estimated $13.9K.
Nuveen ESG Large-Cap Value ETF made up 0.19% of Baldrige Asset Management's portfolio in Q1 2023, its #72 holding.
Baldrige Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's Nuveen ESG Large-Cap Value ETF position peaked at $491K in Q1 2022.
197 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.