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

Chicago Wealth 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
2022
Q4 		– Sell
-12,982
Closed -$401K – 41
2022
Q3 		$401K Buy
12,982
+3,430
+36% +$117K 0.38% 24
2022
Q2 		$319K Buy
+9,552
New +$343K 0.28% 26

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Chicago Wealth Management's NULV Position: Q4 2022 in Review

Chicago Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2022, closing a stake of 12,982 shares — an estimated $401K sold.

Chicago Wealth Management first reported a position in NULV in Q2 2022 and held it in 2 quarters. The position peaked at $401K in Q3 2022. 193 funds tracked by Wall St. Rank hold NULV as of Q4 2022.

  • Chicago Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2022 after selling out during the quarter.
  • Chicago Wealth Management sold 12,982 Nuveen ESG Large-Cap Value ETF shares in Q4 2022, an estimated $401K.
  • Chicago Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and held it in 2 quarters.
  • Chicago Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $401K in Q3 2022.
  • 193 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2022.

Based on Chicago Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.