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Bingham Osborn & Scarborough’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-11,059
Closed -$415K – 100
2021
Q3 		$415K Hold
11,059
– – 0.03% 104
2021
Q2 		$417K Hold
11,059
– – 0.03% 107
2021
Q1 		$400K Hold
11,059
– – 0.03% 100
2020
Q4 		$364K Buy
+11,059
New +$346K 0.03% 99

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Bingham Osborn & Scarborough's NULV Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2021, closing a stake of 11,059 shares — an estimated $415K sold.

Bingham Osborn & Scarborough first reported a position in NULV in Q4 2020 and held it in 4 quarters. The position peaked at $417K in Q2 2021. 140 funds tracked by Wall St. Rank hold NULV as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 11,059 Nuveen ESG Large-Cap Value ETF shares in Q4 2021, an estimated $415K.
  • Bingham Osborn & Scarborough first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and held it in 4 quarters.
  • Bingham Osborn & Scarborough's Nuveen ESG Large-Cap Value ETF position peaked at $417K in Q2 2021.
  • 140 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.