Choreo LLC’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Choreo LLC’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	$1.37M	Sell	27,354 -62	-0.2%	-$3.06K	0.02%	529
2026 Q1	$1.25M	Buy	27,416 +1,747	+7%	+$81.5K	0.02%	535
2025 Q4	$1.17M	Hold	25,669	–	–	0.01%	541
2025 Q3	$1.12M	Hold	25,669	–	–	0.01%	562
2025 Q2	$1.08M	Hold	25,669	–	–	0.02%	571
2025 Q1	$1.04M	Hold	25,669	–	–	0.02%	548
2024 Q4	$1.01M	Hold	25,669	–	–	0.01%	578
2024 Q3	$1.06M	Hold	25,669	–	–	0.02%	547
2024 Q2	$965K	Hold	25,669	–	–	0.02%	537
2024 Q1	$997K	Hold	25,669	–	–	0.03%	275
2023 Q4	$922K	Hold	25,669	–	–	0.03%	275
2023 Q3	$862K	Hold	25,669	–	–	0.03%	209
2023 Q2	$889K	Hold	25,669	–	–	0.03%	213
2023 Q1	$875K	Buy	+25,669	New	+$885K	0.03%	218

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

Choreo LLC's NULV Position: Q2 2026 in Review

Choreo LLC reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.23% in Q2 2026, selling an estimated $3.06K and leaving 27,354 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #529.

Choreo LLC first reported a position in NULV in Q1 2023 and has held it in 14 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Choreo LLC held 27,354 shares of Nuveen ESG Large-Cap Value ETF worth $1.37M as of Q2 2026.
Choreo LLC sold 62 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $3.06K.
Nuveen ESG Large-Cap Value ETF made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #529 holding.
Choreo LLC first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.