Creative Planning’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
9,130
-1,620
| -15% | -$67.9K | ﹤0.01% | 2683 |
|
|
2025
Q1 | $435K | Sell |
10,750
-107
| -1% | -$4.33K | ﹤0.01% | 2411 |
|
|
2024
Q4 | $427K | Buy |
10,857
+4,495
| +71% | +$177K | ﹤0.01% | 2363 |
|
|
2024
Q3 | $265K | Hold |
6,362
| – | – | ﹤0.01% | 2624 |
|
|
2024
Q2 | $240K | Buy |
6,362
+87
| +1% | +$3.29K | ﹤0.01% | 2523 |
|
|
2024
Q1 | $244K | Buy |
6,275
+496
| +9% | +$19.3K | ﹤0.01% | 2414 |
|
|
2023
Q4 | $208K | Sell |
5,779
-4,806
| -45% | -$173K | ﹤0.01% | 2393 |
|
|
2023
Q3 | $356K | Buy |
+10,585
| New | +$356K | ﹤0.01% | 1789 |
|
|
2023
Q1 | – | Sell |
-2,702
| Closed | -$92.5K | – | 2607 |
|
|
2022
Q4 | $92.5K | Buy |
+2,702
| New | +$92.5K | ﹤0.01% | 2147 |
|
|
2022
Q2 | – | Sell |
-2,386
| Closed | -$91K | – | 2345 |
|
|
2022
Q1 | $91K | Buy |
+2,386
| New | +$91K | ﹤0.01% | 1993 |
|