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

BSW 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
Q2 		$3.07M Sell
61,429
-25,015
-29% -$1.24M 0.34% 46
2026
Q1 		$3.93M Sell
86,444
-4,666
-5% -$218K 0.48% 36
2025
Q4 		$4.1M Sell
91,110
-4,238
-4% -$189K 0.49% 36
2025
Q3 		$4.18M Sell
95,348
-586
-0.6% -$25K 0.52% 34
2025
Q2 		$4.02M Sell
95,934
-25,114
-21% -$999K 0.55% 33
2025
Q1 		$4.9M Sell
121,048
-16,372
-12% -$664K 0.74% 27
2024
Q4 		$5.41M Sell
137,420
-8,330
-6% -$346K 0.79% 26
2024
Q3 		$6.08M Sell
145,750
-3,613
-2% -$143K 0.91% 22
2024
Q2 		$5.64M Sell
149,363
-15,281
-9% -$577K 0.93% 22
2024
Q1 		$6.4M Sell
164,644
-4,977
-3% -$183K 1.08% 21
2023
Q4 		$6.09M Sell
169,621
-2,202
-1% -$75.2K 1.21% 16
2023
Q3 		$5.77M Sell
171,823
-277
-0.2% -$9.68K 1.28% 14
2023
Q2 		$5.96M Buy
172,100
+4,195
+2% +$142K 1.24% 15
2023
Q1 		$5.72M Sell
167,905
-962
-0.6% -$33.1K 1.17% 16
2022
Q4 		$5.78M Sell
168,867
-13,274
-7% -$453K 1.24% 17
2022
Q3 		$5.62M Buy
182,141
+16,222
+10% +$555K 1.38% 14
2022
Q2 		$5.54M Buy
+165,919
New +$5.95M 1.33% 13

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

BSW Wealth Partners's NULV Position: Q2 2026 in Review

BSW Wealth Partners reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 29% in Q2 2026, selling an estimated $1.24M and leaving 61,429 shares worth $3.07M. The position accounts for 0.34% of the portfolio, ranked #46.

BSW Wealth Partners first reported a position in NULV in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.4M in Q1 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • BSW Wealth Partners held 61,429 shares of Nuveen ESG Large-Cap Value ETF worth $3.07M as of Q2 2026.
  • BSW Wealth Partners sold 25,015 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.24M.
  • Nuveen ESG Large-Cap Value ETF made up 0.34% of BSW Wealth Partners's portfolio in Q2 2026, its #46 holding.
  • BSW Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and has held it in 17 quarters since.
  • BSW Wealth Partners's Nuveen ESG Large-Cap Value ETF position peaked at $6.4M in Q1 2024.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.