Columbia River Financial Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Columbia River Financial Group’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 Q1	$358K	Hold	7,884	–	–	0.21%	44
2025 Q4	$355K	Sell	7,884 -8	-0.1%	-$357	0.22%	43
2025 Q3	$353K	Hold	7,892	–	–	0.22%	44
2025 Q2	$331K	Sell	7,892 -155	-2%	-$6.17K	0.21%	44
2025 Q1	$325K	Sell	8,047 -857	-10%	-$34.8K	0.22%	45
2024 Q4	$350K	Buy	+8,904	New	+$370K	0.24%	43

Other funds holding NULV

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Columbia River Financial Group's NULV Position: Q1 2026 in Review

Columbia River Financial Group held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q1 2026 at 7,884 shares worth $358K. The position accounts for 0.21% of the portfolio, ranked #44.

Columbia River Financial Group first reported a position in NULV in Q4 2024 and has held it in 6 quarters since. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Columbia River Financial Group held 7,884 shares of Nuveen ESG Large-Cap Value ETF worth $358K as of Q1 2026.
Columbia River Financial Group left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q1 2026.
Nuveen ESG Large-Cap Value ETF made up 0.21% of Columbia River Financial Group's portfolio in Q1 2026, its #44 holding.
Columbia River Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.