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 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 $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Betterment LLC's NULV Position: Q1 2026 in Review

Betterment LLC sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2026, closing a stake of 4,834 shares — an estimated $218K sold.

Betterment LLC first reported a position in NULV in Q2 2025 and held it in 3 quarters. The position peaked at $272K in Q2 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Betterment LLC reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Betterment LLC sold 4,834 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $218K.
Betterment LLC first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2025 and held it in 3 quarters.
Betterment LLC's Nuveen ESG Large-Cap Value ETF position peaked at $272K in Q2 2025.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.