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Bartlett & Co Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Bartlett & Co Wealth 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
2026
Q2 		$2.62M Buy
52,442
+4,935
+10% +$244K 0.03% 189
2026
Q1 		$2.35M Buy
+47,507
New +$2.22M 0.03% 195

Other funds holding NULV

Bank of America
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
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
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 $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Bartlett & Co Wealth Management's NULV Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 10% in Q2 2026, buying an estimated $244K and bringing the position to 52,442 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #189.

Bartlett & Co Wealth Management first reported a position in NULV in Q1 2026 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Bartlett & Co Wealth Management held 52,442 shares of Nuveen ESG Large-Cap Value ETF worth $2.62M as of Q2 2026.
  • Bartlett & Co Wealth Management bought 4,935 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $244K.
  • Nuveen ESG Large-Cap Value ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Bartlett & Co Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.