Cerity Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
13,746
+1,071
| +8% | +$44.9K | ﹤0.01% | 1789 |
|
|
2025
Q1 | $513K | Buy |
12,675
+1,805
| +17% | +$73.1K | ﹤0.01% | 1734 |
|
|
2024
Q4 | $428K | Hold |
10,870
| – | – | ﹤0.01% | 1852 |
|
|
2024
Q3 | $453K | Buy |
10,870
+3,996
| +58% | +$167K | ﹤0.01% | 1825 |
|
|
2024
Q2 | $260K | Hold |
6,874
| – | – | ﹤0.01% | 1895 |
|
|
2024
Q1 | $267K | Hold |
6,874
| – | – | ﹤0.01% | 1929 |
|
|
2023
Q4 | $247K | Buy |
+6,874
| New | +$247K | ﹤0.01% | 1615 |
|
|
2022
Q4 | – | Sell |
-8,272
| Closed | -$255K | – | 1513 |
|
|
2022
Q3 | $255K | Hold |
8,272
| – | – | ﹤0.01% | 964 |
|
|
2022
Q2 | $276K | Buy |
+8,272
| New | +$276K | ﹤0.01% | 939 |
|