BlueStem Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

BlueStem Wealth Partners’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	$602K	Sell	13,222 -6,434	-33%	-$300K	0.07%	76
2025 Q4	$886K	Sell	19,656 -1,165	-6%	-$52K	0.1%	62
2025 Q3	$913K	Sell	20,821 -2,235	-10%	-$95.4K	0.1%	55
2025 Q2	$966K	Buy	23,056 +4,014	+21%	+$160K	0.12%	52
2025 Q1	$771K	Buy	19,042 +1,181	+7%	+$47.9K	0.11%	48
2024 Q4	$703K	Buy	+17,861	New	+$742K	0.09%	52

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

BlueStem Wealth Partners's NULV Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 33% in Q1 2026, selling an estimated $300K and leaving 13,222 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #76.

BlueStem Wealth Partners first reported a position in NULV in Q4 2024 and has held it in 6 quarters since. The position peaked at $966K in Q2 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

BlueStem Wealth Partners held 13,222 shares of Nuveen ESG Large-Cap Value ETF worth $602K as of Q1 2026.
BlueStem Wealth Partners sold 6,434 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $300K.
Nuveen ESG Large-Cap Value ETF made up 0.07% of BlueStem Wealth Partners's portfolio in Q1 2026, its #76 holding.
BlueStem Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
BlueStem Wealth Partners's Nuveen ESG Large-Cap Value ETF position peaked at $966K in Q2 2025.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.