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

CIC Wealth’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
2024
Q3 		$291K Hold
6,977
– – 0.08% 130
2024
Q2 		$264K Hold
6,977
– – 0.07% 137
2024
Q1 		$271K Sell
6,977
-1,978
-22% -$72.6K 0.08% 132
2023
Q4 		$322K Hold
8,955
– – 0.1% 117
2023
Q3 		$301K Hold
8,955
– – 0.11% 111
2023
Q2 		$310K Hold
8,955
– – 0.11% 111
2023
Q1 		$305K Hold
8,955
– – 0.12% 113
2022
Q4 		$307K Buy
+8,955
New +$306K 0.13% 115

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIC Wealth's NULV Position: Q3 2024 in Review

CIC Wealth held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q3 2024 at 6,977 shares worth $291K. The position accounts for 0.08% of the portfolio, ranked #130.

CIC Wealth first reported a position in NULV in Q4 2022 and has held it in 8 quarters since. The position peaked at $322K in Q4 2023. 241 funds tracked by Wall St. Rank hold NULV as of Q3 2024.

  • CIC Wealth held 6,977 shares of Nuveen ESG Large-Cap Value ETF worth $291K as of Q3 2024.
  • CIC Wealth left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q3 2024.
  • Nuveen ESG Large-Cap Value ETF made up 0.08% of CIC Wealth's portfolio in Q3 2024, its #130 holding.
  • CIC Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 8 quarters since.
  • CIC Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $322K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.