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Carmichael Hill & Associates’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$8.76K Hold
210
– – ﹤0.01% 600
2024
Q2 		$7.94K Buy
210
+13
+7% +$491 ﹤0.01% 590
2024
Q1 		$7.66K Hold
197
– – ﹤0.01% 593
2023
Q4 		$7.08K Hold
197
– – ﹤0.01% 617
2023
Q3 		$6.62K Hold
197
– – ﹤0.01% 615
2023
Q2 		$6.83K Buy
197
+98
+99% +$3.32K ﹤0.01% 607
2023
Q1 		$3.37K Hold
99
– – ﹤0.01% 662
2022
Q4 		$3.39K Buy
+99
New +$3.38K ﹤0.01% 651

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carmichael Hill & Associates's NULV Position: Q3 2024 in Review

Carmichael Hill & Associates held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q3 2024 at 210 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Carmichael Hill & Associates first reported a position in NULV in Q4 2022 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold NULV as of Q3 2024.

  • Carmichael Hill & Associates held 210 shares of Nuveen ESG Large-Cap Value ETF worth $8.76K as of Q3 2024.
  • Carmichael Hill & Associates left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q3 2024.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #600 holding.
  • Carmichael Hill & Associates first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
  • 240 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.