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Concord Asset Management (Virginia)’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Concord Asset Management (Virginia)’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
Q4 		– Sell
-7,053
Closed -$309K – 122
2025
Q3 		$309K Sell
7,053
-5,739
-45% -$245K 0.06% 117
2025
Q2 		$536K Buy
12,792
+5,660
+79% +$225K 0.08% 150
2025
Q1 		$274K Sell
7,132
-1,674
-19% -$67.9K 0.06% 119
2024
Q4 		$347K Buy
8,806
+763
+9% +$31.7K 0.08% 117
2024
Q3 		$336K Sell
8,043
-29,161
-78% -$1.15M 0.08% 113
2024
Q2 		$1.41M Sell
37,204
-21,063
-36% -$796K 0.35% 62
2024
Q1 		$2.26M Sell
58,267
-14,875
-20% -$546K 0.6% 43
2023
Q4 		$2.63M Sell
73,142
-27,251
-27% -$931K 0.77% 34
2023
Q3 		$3.37M Sell
100,393
-1,953
-2% -$68.3K 1.13% 22
2023
Q2 		$3.55M Buy
102,346
+239
+0.2% +$8.09K 1.25% 23
2023
Q1 		$3.48M Buy
102,107
+12,200
+14% +$420K 1.42% 22
2022
Q4 		$3.08M Sell
89,907
-2,502
-3% -$85.4K 2.08% 18
2022
Q3 		$2.85M Buy
92,409
+3,646
+4% +$125K 2.21% 14
2022
Q2 		$2.96M Buy
88,763
+8,429
+10% +$303K 2.17% 15
2022
Q1 		$3.06M Buy
80,334
+14,096
+21% +$530K 2.04% 14
2021
Q4 		$2.57M Buy
+66,238
New +$2.58M 1.72% 13

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Concord Asset Management (Virginia)'s NULV Position: Q4 2025 in Review

Concord Asset Management (Virginia) sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2025, closing a stake of 7,053 shares — an estimated $309K sold.

Concord Asset Management (Virginia) first reported a position in NULV in Q4 2021 and held it in 16 quarters. The position peaked at $3.55M in Q2 2023. 275 funds tracked by Wall St. Rank hold NULV as of Q4 2025.

  • Concord Asset Management (Virginia) reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 7,053 Nuveen ESG Large-Cap Value ETF shares in Q4 2025, an estimated $309K.
  • Concord Asset Management (Virginia) first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and held it in 16 quarters.
  • Concord Asset Management (Virginia)'s Nuveen ESG Large-Cap Value ETF position peaked at $3.55M in Q2 2023.
  • 275 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q4 2025, filed 29 Jan 2026.