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

Bessemer 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 Q3	–	Sell	-3,998	Closed	-$168K	–	2647
2025 Q2	$168K	Hold	3,998	–	–	﹤0.01%	1123
2025 Q1	$162K	Hold	3,998	–	–	﹤0.01%	1120
2024 Q4	$157K	Sell	3,998 -130	-3%	-$5.4K	﹤0.01%	1124
2024 Q3	$172K	Hold	4,128	–	–	﹤0.01%	1150
2024 Q2	$156K	Hold	4,128	–	–	﹤0.01%	1060
2024 Q1	$160K	Hold	4,128	–	–	﹤0.01%	1064
2023 Q4	$148K	Hold	4,128	–	–	﹤0.01%	1109
2023 Q3	$139K	Hold	4,128	–	–	﹤0.01%	1113
2023 Q2	$143K	Hold	4,128	–	–	﹤0.01%	1133
2023 Q1	$141K	Hold	4,128	–	–	﹤0.01%	986
2022 Q4	$141K	Sell	4,128 -540	-12%	-$18.4K	﹤0.01%	964
2022 Q3	$144K	Hold	4,668	–	–	﹤0.01%	954
2022 Q2	$156K	Hold	4,668	–	–	﹤0.01%	933
2022 Q1	$178K	Hold	4,668	–	–	﹤0.01%	851
2021 Q4	$181K	Hold	4,668	–	–	﹤0.01%	871
2021 Q3	$175K	Hold	4,668	–	–	﹤0.01%	815
2021 Q2	$176K	Hold	4,668	–	–	﹤0.01%	820
2021 Q1	$169K	Sell	4,668 -460	-9%	-$15.8K	﹤0.01%	779
2020 Q4	$169K	Hold	5,128	–	–	﹤0.01%	760
2020 Q3	$149K	Hold	5,128	–	–	﹤0.01%	775
2020 Q2	$143K	Hold	5,128	–	–	﹤0.01%	1187
2020 Q1	$125K	Hold	5,128	–	–	﹤0.01%	1081
2019 Q4	$168K	Hold	5,128	–	–	﹤0.01%	1104
2019 Q3	$160K	Hold	5,128	–	–	﹤0.01%	1099
2019 Q2	$155K	Hold	5,128	–	–	﹤0.01%	1130
2019 Q1	$150K	Hold	5,128	–	–	﹤0.01%	1051
2018 Q4	$134K	Hold	5,128	–	–	﹤0.01%	1080
2018 Q3	$155K	Hold	5,128	–	–	﹤0.01%	1038
2018 Q2	$146K	Hold	5,128	–	–	﹤0.01%	1037
2018 Q1	$144K	Buy	+5,128	New	+$149K	﹤0.01%	1062

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

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

Bessemer Group's NULV Position: Q3 2025 in Review

Bessemer Group sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2025, closing a stake of 3,998 shares — an estimated $168K sold.

Bessemer Group first reported a position in NULV in Q1 2018 and held it in 30 quarters. The position peaked at $181K in Q4 2021. 257 funds tracked by Wall St. Rank hold NULV as of Q3 2025.

Bessemer Group reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Bessemer Group sold 3,998 Nuveen ESG Large-Cap Value ETF shares in Q3 2025, an estimated $168K.
Bessemer Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2018 and held it in 30 quarters.
Bessemer Group's Nuveen ESG Large-Cap Value ETF position peaked at $181K in Q4 2021.
257 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2025.

Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.