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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 $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return