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Colonial Trust Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Colonial Trust Advisors’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
2025
Q3 		– Sell
-1,100
Closed -$46.1K – 717
2025
Q2 		$46.1K Hold
1,100
– – ﹤0.01% 346
2025
Q1 		$44.5K Hold
1,100
– – ﹤0.01% 354
2024
Q4 		$43.3K Hold
1,100
– – ﹤0.01% 332
2024
Q3 		$45.9K Hold
1,100
– – ﹤0.01% 347
2024
Q2 		$41.6K Hold
1,100
– – ﹤0.01% 351
2024
Q1 		$42.7K Hold
1,100
– – ﹤0.01% 347
2023
Q4 		$39.5K Hold
1,100
– – ﹤0.01% 340
2023
Q3 		$36.9K Hold
1,100
– – ﹤0.01% 361
2023
Q2 		$38.1K Hold
1,100
– – ﹤0.01% 365
2023
Q1 		$37.5K Hold
1,100
– – ﹤0.01% 362
2022
Q4 		$37.7K Buy
+1,100
New +$37.6K ﹤0.01% 361

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Colonial Trust Advisors's NULV Position: Q3 2025 in Review

Colonial Trust Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2025, closing a stake of 1,100 shares — an estimated $46.1K sold.

Colonial Trust Advisors first reported a position in NULV in Q4 2022 and held it in 11 quarters. The position peaked at $46.1K in Q2 2025. 257 funds tracked by Wall St. Rank hold NULV as of Q3 2025.

  • Colonial Trust Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 1,100 Nuveen ESG Large-Cap Value ETF shares in Q3 2025, an estimated $46.1K.
  • Colonial Trust Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 11 quarters.
  • Colonial Trust Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $46.1K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.