Better Money Decisions’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Better Money Decisions’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 Q2	$860K	Buy	20,516 +685	+3%	+$27.3K	0.52%	37
2025 Q1	$803K	Sell	19,831 -618	-3%	-$25.1K	0.54%	34
2024 Q4	$805K	Buy	20,449 +976	+5%	+$40.5K	0.56%	32
2024 Q3	$812K	Buy	19,473 +5,831	+43%	+$231K	0.58%	31
2024 Q2	$516K	Buy	13,642 +1,455	+12%	+$55K	0.39%	39
2024 Q1	$474K	Buy	12,187 +436	+4%	+$16K	0.38%	40
2023 Q4	$422K	Buy	+11,751	New	+$401K	0.35%	37
2021 Q4	–	Sell	-207	Closed	-$8K	–	405
2021 Q3	$8K	Hold	207	–	–	0.01%	444
2021 Q2	$8K	Hold	207	–	–	0.01%	425
2021 Q1	$7K	Buy	+207	New	+$7.1K	0.01%	406

Other funds holding NULV

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Better Money Decisions's NULV Position: Q2 2025 in Review

Better Money Decisions increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.5% in Q2 2025, buying an estimated $27.3K and bringing the position to 20,516 shares worth $860K. The position accounts for 0.52% of the portfolio, ranked #37.

Better Money Decisions first reported a position in NULV in Q1 2021 and has held it in 10 quarters since. 253 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

Better Money Decisions held 20,516 shares of Nuveen ESG Large-Cap Value ETF worth $860K as of Q2 2025.
Better Money Decisions bought 685 Nuveen ESG Large-Cap Value ETF shares in Q2 2025, an estimated $27.3K.
Nuveen ESG Large-Cap Value ETF made up 0.52% of Better Money Decisions's portfolio in Q2 2025, its #37 holding.
Better Money Decisions first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and has held it in 10 quarters since.
253 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.