Cresset Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Cresset Asset Management’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	$4.15M	Buy	82,919 +446	+0.5%	+$22K	0.02%	462
2026 Q1	$3.75M	Buy	82,473 +1,505	+2%	+$70.2K	0.02%	426
2025 Q4	$3.65M	Buy	80,968 +1,782	+2%	+$79.6K	0.02%	428
2025 Q3	$3.47M	Buy	79,186 +3,898	+5%	+$166K	0.02%	417
2025 Q2	$3.16M	Buy	75,288 +1,788	+2%	+$71.2K	0.02%	412
2025 Q1	$2.98M	Buy	73,500 +3,894	+6%	+$158K	0.01%	435
2024 Q4	$2.74M	Buy	69,606 +3,573	+5%	+$148K	0.01%	467
2024 Q3	$2.75M	Buy	66,033 +1,101	+2%	+$43.6K	0.01%	665
2024 Q2	$2.45M	Buy	64,932 +2,237	+4%	+$84.5K	0.01%	639
2024 Q1	$2.44M	Sell	62,695 -2,120	-3%	-$77.8K	0.01%	554
2023 Q4	$2.33M	Buy	64,815 +35,028	+118%	+$1.2M	0.01%	524
2023 Q3	$1M	Sell	29,787 -68	-0.2%	-$2.38K	﹤0.01%	857
2023 Q2	$1.03M	Buy	29,855 +15,808	+113%	+$535K	﹤0.01%	928
2023 Q1	$479K	Buy	14,047 +600	+4%	+$20.7K	0.01%	501
2022 Q4	$460K	Buy	+13,447	New	+$459K	0.01%	437

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

Cresset Asset Management's NULV Position: Q2 2026 in Review

Cresset Asset Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.54% in Q2 2026, buying an estimated $22K and bringing the position to 82,919 shares worth $4.15M. The position accounts for 0.02% of the portfolio, ranked #462.

Cresset Asset Management first reported a position in NULV in Q4 2022 and has held it in 15 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Cresset Asset Management held 82,919 shares of Nuveen ESG Large-Cap Value ETF worth $4.15M as of Q2 2026.
Cresset Asset Management bought 446 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $22K.
Nuveen ESG Large-Cap Value ETF made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #462 holding.
Cresset Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.