Clear Perspectives Financial Planning’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$1.57K	Sell	46 -41	-47%	-$1.41K	﹤0.01%	171
2022 Q4	$2.98K	Hold	87	–	–	﹤0.01%	184
2022 Q3	$3K	Sell	87 -1,570	-95%	-$53.7K	﹤0.01%	182
2022 Q2	$55K	Sell	1,657 -99,796	-98%	-$3.58M	0.02%	82
2022 Q1	$3.86M	Sell	101,453 -15,637	-13%	-$588K	1.46%	18
2021 Q4	$4.55M	Buy	117,090 +109,402	+1,423%	+$4.27M	1.84%	15
2021 Q3	$288K	Buy	7,688 +1,150	+18%	+$44.1K	0.13%	50
2021 Q2	$247K	Buy	+6,538	New	+$246K	0.12%	57

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clear Perspectives Financial Planning's NULV Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 47% in Q1 2023, selling an estimated $1.41K and leaving 46 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Clear Perspectives Financial Planning first reported a position in NULV in Q2 2021 and has held it in 8 quarters since. The position peaked at $4.55M in Q4 2021. 197 funds tracked by Wall St. Rank hold NULV as of Q1 2023.

Clear Perspectives Financial Planning held 46 shares of Nuveen ESG Large-Cap Value ETF worth $1.57K as of Q1 2023.
Clear Perspectives Financial Planning sold 41 Nuveen ESG Large-Cap Value ETF shares in Q1 2023, an estimated $1.41K.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #171 holding.
Clear Perspectives Financial Planning first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2021 and has held it in 8 quarters since.
Clear Perspectives Financial Planning's Nuveen ESG Large-Cap Value ETF position peaked at $4.55M in Q4 2021.
197 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.