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

Cerity 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	$1.23M	Buy	24,571 +10,777	+78%	+$533K	﹤0.01%	1875
2026 Q1	$628K	Sell	13,794 -270	-2%	-$12.6K	﹤0.01%	2147
2025 Q4	$634K	Buy	14,064 +207	+1%	+$9.25K	﹤0.01%	1959
2025 Q3	$607K	Buy	13,857 +111	+0.8%	+$4.74K	﹤0.01%	1859
2025 Q2	$576K	Buy	13,746 +1,071	+8%	+$42.6K	﹤0.01%	1790
2025 Q1	$513K	Buy	12,675 +1,805	+17%	+$73.2K	﹤0.01%	1740
2024 Q4	$428K	Hold	10,870	–	–	﹤0.01%	1852
2024 Q3	$453K	Buy	10,870 +3,996	+58%	+$158K	﹤0.01%	1825
2024 Q2	$260K	Hold	6,874	–	–	﹤0.01%	1897
2024 Q1	$267K	Hold	6,874	–	–	﹤0.01%	1929
2023 Q4	$247K	Buy	+6,874	New	+$235K	﹤0.01%	1620
2022 Q4	–	Sell	-8,272	Closed	-$255K	–	1514
2022 Q3	$255K	Hold	8,272	–	–	﹤0.01%	964
2022 Q2	$276K	Buy	+8,272	New	+$297K	﹤0.01%	940

Other funds holding NULV

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 $80B AUM 26.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cerity Partners's NULV Position: Q2 2026 in Review

Cerity Partners increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 78% in Q2 2026, buying an estimated $533K and bringing the position to 24,571 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Cerity Partners first reported a position in NULV in Q2 2022 and has held it in 13 quarters since. 269 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Cerity Partners held 24,571 shares of Nuveen ESG Large-Cap Value ETF worth $1.23M as of Q2 2026.
Cerity Partners bought 10,777 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $533K.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1875 holding.
Cerity Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and has held it in 13 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.