Cheviot Value Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Cheviot Value Management’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	$2.1K	Hold	42	–	–	﹤0.01%	371
2026 Q1	$1.91K	Hold	42	–	–	﹤0.01%	354
2025 Q4	$1.97K	Hold	42	–	–	﹤0.01%	346
2025 Q3	$1.88K	Sell	42 -44	-51%	-$1.88K	﹤0.01%	378
2025 Q2	$3.62K	Hold	86	–	–	﹤0.01%	334
2025 Q1	$3.39K	Buy	+86	New	+$3.49K	﹤0.01%	345

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

Cheviot Value Management's NULV Position: Q2 2026 in Review

Cheviot Value Management held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 42 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Cheviot Value Management first reported a position in NULV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.62K in Q2 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Cheviot Value Management held 42 shares of Nuveen ESG Large-Cap Value ETF worth $2.1K as of Q2 2026.
Cheviot Value Management 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 Cheviot Value Management's portfolio in Q2 2026, its #371 holding.
Cheviot Value Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's Nuveen ESG Large-Cap Value ETF position peaked at $3.62K in Q2 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.