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

Clarity Asset 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	–	Sell	-32,261	Closed	-$1.47M	–	204
2026 Q1	$1.47M	Sell	32,261 -76,825	-70%	-$3.59M	0.74%	30
2025 Q4	$4.91M	Buy	109,086 +2,058	+2%	+$91.9K	2.7%	12
2025 Q3	$4.69M	Buy	107,028 +781	+0.7%	+$33.3K	2.63%	12
2025 Q2	$4.45M	Buy	106,247 +10,536	+11%	+$419K	2.66%	12
2025 Q1	$3.88M	Sell	95,711 -46,384	-33%	-$1.88M	2.49%	13
2024 Q4	$5.59M	Sell	142,095 -1,245	-0.9%	-$51.7K	3.64%	10
2024 Q3	$5.98M	Buy	143,340 +591	+0.4%	+$23.4K	4.16%	8
2024 Q2	$5.39M	Buy	142,749 +1,604	+1%	+$60.6K	3.83%	9
2024 Q1	$5.48M	Sell	141,145 -163,358	-54%	-$6M	3.79%	9
2023 Q4	$10.9M	Buy	+304,503	New	+$10.4M	8.65%	4

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

Clarity Asset Management's NULV Position: Q2 2026 in Review

Clarity Asset Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 32,261 shares — an estimated $1.47M sold.

Clarity Asset Management first reported a position in NULV in Q4 2023 and held it in 10 quarters. The position peaked at $10.9M in Q4 2023. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Clarity Asset Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 32,261 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.47M.
Clarity Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and held it in 10 quarters.
Clarity Asset Management's Nuveen ESG Large-Cap Value ETF position peaked at $10.9M in Q4 2023.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.