Corient Private Wealth
NULV icon

Corient Private Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Corient Private Wealth’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 		$1.72M Sell
34,386
-74,727
-68% -$3.69M ﹤0.01% 1486
2026
Q1 		$4.96M Sell
109,113
-10,131
-8% -$473K 0.01% 846
2025
Q4 		$5.37M Sell
119,244
-3,928
-3% -$175K 0.01% 746
2025
Q3 		$5.4M Sell
123,172
-11,994
-9% -$512K 0.01% 684
2025
Q2 		$5.67M Sell
135,166
-4,915
-4% -$196K 0.01% 668
2025
Q1 		$5.67M Buy
140,081
+13,864
+11% +$562K 0.01% 656
2024
Q4 		$4.97M Sell
126,217
-134,207
-52% -$5.57M 0.01% 698
2024
Q3 		$10.9M Buy
260,424
+119,338
+85% +$4.73M 0.02% 536
2024
Q2 		$5.33M Sell
141,086
-4,485
-3% -$169K 0.01% 690
2024
Q1 		$5.66M Sell
145,571
-15,978
-10% -$587K 0.01% 681
2023
Q4 		$5.8M Sell
161,549
-4,835
-3% -$165K 0.01% 664
2023
Q3 		$5.59M Sell
166,384
-2,945
-2% -$103K 0.01% 618
2023
Q2 		$5.87M Sell
169,329
-6,181
-4% -$209K 0.01% 588
2023
Q1 		$5.98M Buy
175,510
+19,658
+13% +$677K 0.02% 549
2022
Q4 		$5.34M Buy
+155,852
New +$5.32M 0.02% 484

Other funds holding NULV

Bank of America
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Corient Private Wealth's NULV Position: Q2 2026 in Review

Corient Private Wealth reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 68% in Q2 2026, selling an estimated $3.69M and leaving 34,386 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Corient Private Wealth first reported a position in NULV in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.9M in Q3 2024. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Corient Private Wealth held 34,386 shares of Nuveen ESG Large-Cap Value ETF worth $1.72M as of Q2 2026.
  • Corient Private Wealth sold 74,727 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $3.69M.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1486 holding.
  • Corient Private Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $10.9M in Q3 2024.
  • 280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.