Concord Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Concord Wealth Partners’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	$144K	Buy	+2,890	New	+$143K	0.02%	254
2026 Q1	–	Sell	-4,870	Closed	-$219K	–	599
2025 Q4	$219K	Sell	4,870 -7,922	-62%	-$354K	0.03%	186
2025 Q3	$561K	Hold	12,792	–	–	0.08%	145
2025 Q2	$536K	Sell	12,792 -79	-0.6%	-$3.14K	0.08%	150
2025 Q1	$521K	Sell	12,871 -3,757	-23%	-$152K	0.09%	146
2024 Q4	$655K	Sell	16,628 -4,795	-22%	-$199K	0.11%	128
2024 Q3	$894K	Sell	21,423 -29,358	-58%	-$1.16M	0.15%	101
2024 Q2	$1.92M	Sell	50,781 -24,247	-32%	-$916K	0.34%	65
2024 Q1	$2.92M	Sell	75,028 -22,517	-23%	-$827K	0.52%	48
2023 Q4	$3.5M	Sell	97,545 -26,831	-22%	-$917K	0.7%	33
2023 Q3	$4.18M	Sell	124,376 -12,893	-9%	-$451K	0.89%	25
2023 Q2	$4.76M	Buy	137,269 +7,187	+6%	+$243K	1.02%	26
2023 Q1	$4.43M	Sell	130,082 -2,318	-2%	-$79.9K	1.26%	22
2022 Q4	$4.53M	Buy	132,400 +4,583	+4%	+$156K	1.36%	20
2022 Q3	$3.95M	Sell	127,817 -8,516	-6%	-$291K	1.25%	17
2022 Q2	$4.55M	Buy	136,333 +12,176	+10%	+$437K	1.25%	17
2022 Q1	$4.72M	Buy	124,157 +17,839	+17%	+$670K	1.22%	17
2021 Q4	$4.13M	Buy	106,318 +39,897	+60%	+$1.56M	1.01%	17
2021 Q3	$2.49M	Buy	66,421 +31,781	+92%	+$1.22M	1.02%	13
2021 Q2	$1.31M	Buy	+34,640	New	+$1.3M	0.38%	25

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

Concord Wealth Partners's NULV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 2,890 shares worth $144K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NULV as recently as Q4 2025.

Concord Wealth Partners first reported a position in NULV in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.76M in Q2 2023. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Concord Wealth Partners held 2,890 shares of Nuveen ESG Large-Cap Value ETF worth $144K as of Q2 2026.
Nuveen ESG Large-Cap Value ETF was a new Concord Wealth Partners position in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #254 holding.
Concord Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2021 and has held it in 20 quarters since.
Concord Wealth Partners's Nuveen ESG Large-Cap Value ETF position peaked at $4.76M in Q2 2023.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.