Confluence Wealth Services’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Confluence Wealth Services’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 Q2	$450K	Buy
2025 Q1	$412K	Buy
2024 Q4	$437K	Buy
2024 Q3	$441K	Buy
2024 Q2	$378K	Buy
2024 Q1	$361K	Buy
2023 Q4	$217K	Buy
2022 Q1	–	Sell
2021 Q4	$65K	Buy