Betterment LLC’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Betterment LLC’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	$208K	Buy	+4,166	New	+$206K	﹤0.01%	659
2026 Q1	–	Sell	-4,834	Closed	-$218K	–	624
2025 Q4	$218K	Hold	4,834	–	–	﹤0.01%	539
2025 Q3	$212K	Sell	4,834 -1,646	-25%	-$70.2K	﹤0.01%	511
2025 Q2	$272K	Buy	+6,480	New	+$258K	﹤0.01%	444

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

Betterment LLC's NULV Position: Q2 2026 in Review

Betterment LLC opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 4,166 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: Betterment LLC previously reported a position in NULV as recently as Q4 2025.

Betterment LLC first reported a position in NULV in Q2 2025 and has held it in 4 quarters since. The position peaked at $272K in Q2 2025. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Betterment LLC held 4,166 shares of Nuveen ESG Large-Cap Value ETF worth $208K as of Q2 2026.
Nuveen ESG Large-Cap Value ETF was a new Betterment LLC position in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #659 holding.
Betterment LLC first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
Betterment LLC's Nuveen ESG Large-Cap Value ETF position peaked at $272K in Q2 2025.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.