BOK Financial Private Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

BOK Financial Private Wealth’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	$31.7K	Hold	635	–	–	﹤0.01%	317
2026 Q1	$28.9K	Hold	635	–	–	﹤0.01%	302
2025 Q4	$28.6K	Hold	635	–	–	﹤0.01%	333
2025 Q3	$27.8K	Hold	635	–	–	﹤0.01%	288
2025 Q2	$26.6K	Hold	635	–	–	﹤0.01%	294
2025 Q1	$25.7K	Sell	635 -2,887	-82%	-$117K	﹤0.01%	318
2024 Q4	$139K	Hold	3,522	–	–	0.01%	188
2024 Q3	$147K	Sell	3,522 -2,770	-44%	-$110K	0.01%	187
2024 Q2	$238K	Hold	6,292	–	–	0.02%	161
2024 Q1	$245K	Buy	6,292 +467	+8%	+$17.1K	0.02%	164
2023 Q4	$209K	Hold	5,825	–	–	0.02%	161
2023 Q3	$196K	Hold	5,825	–	–	0.02%	157
2023 Q2	$202K	Sell	5,825 -12,439	-68%	-$421K	0.02%	154
2023 Q1	$622K	Sell	18,264 -204	-1%	-$7.03K	0.05%	119
2022 Q4	$632K	Buy	18,468 +5,966	+48%	+$204K	0.05%	119
2022 Q3	$386K	Buy	12,502 +11,878	+1,904%	+$406K	0.03%	135
2022 Q2	$21K	Buy	+624	New	+$22.4K	﹤0.01%	314

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

BOK Financial Private Wealth's NULV Position: Q2 2026 in Review

BOK Financial Private Wealth held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 635 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

BOK Financial Private Wealth first reported a position in NULV in Q2 2022 and has held it in 17 quarters since. The position peaked at $632K in Q4 2022. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

BOK Financial Private Wealth held 635 shares of Nuveen ESG Large-Cap Value ETF worth $31.7K as of Q2 2026.
BOK Financial Private Wealth left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #317 holding.
BOK Financial Private Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
BOK Financial Private Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $632K in Q4 2022.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.