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CX Institutional’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

CX Institutional’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 		$3.62M Sell
72,331
-1,591
-2% -$78.6K 0.1% 185
2026
Q1 		$3.36M Buy
73,922
+4,856
+7% +$227K 0.1% 205
2025
Q4 		$3.11M Buy
69,066
+10,359
+18% +$463K 0.09% 169
2025
Q3 		$2.57M Sell
58,707
-250
-0.4% -$10.7K 0.08% 183
2025
Q2 		$2.47M Sell
58,957
-4,888
-8% -$195K 0.09% 177
2025
Q1 		$2.58M Sell
63,845
-605
-0.9% -$24.5K 0.1% 166
2024
Q4 		$2.54M Sell
64,450
-4,324
-6% -$180K 0.1% 162
2024
Q3 		$2.87M Sell
68,774
-1,060
-2% -$42K 0.13% 174
2024
Q2 		$2.64M Sell
69,834
-1,482
-2% -$56K 0.12% 180
2024
Q1 		$2.77M Buy
71,316
+8,646
+14% +$317K 0.13% 175
2023
Q4 		$2.25M Buy
62,670
+667
+1% +$22.8K 0.12% 186
2023
Q3 		$2.08M Buy
62,003
+22,187
+56% +$776K 0.11% 191
2023
Q2 		$1.38M Buy
39,816
+4,147
+12% +$140K 0.07% 240
2023
Q1 		$1.22M Buy
35,669
+1,057
+3% +$36.4K 0.06% 260
2022
Q4 		$1.19M Buy
34,612
+7,994
+30% +$273K 0.07% 257
2022
Q3 		$822K Buy
26,618
+4,222
+19% +$144K 0.06% 285
2022
Q2 		$747K Buy
22,396
+5,641
+34% +$202K 0.06% 265
2022
Q1 		$637K Buy
16,755
+2,349
+16% +$88.3K 0.05% 256
2021
Q4 		$560K Buy
14,406
+152
+1% +$5.93K 0.04% 239
2021
Q3 		$534K Buy
14,254
+13
+0.1% +$498 0.04% 252
2021
Q2 		$538K Buy
14,241
+131
+0.9% +$4.93K 0.04% 241
2021
Q1 		$511K Buy
14,110
+3,858
+38% +$132K 0.05% 228
2020
Q4 		$338K Sell
10,252
-1,206
-11% -$37.8K 0.03% 259
2020
Q3 		$333K Sell
11,458
-3,769
-25% -$110K 0.04% 228
2020
Q2 		$425K Buy
15,227
+6,607
+77% +$178K 0.06% 207
2020
Q1 		$210K Buy
8,620
+6,863
+391% +$206K 0.03% 227
2019
Q4 		$58K Hold
1,757
– – 0.01% 271
2019
Q3 		$55K Buy
1,757
+86
+5% +$2.62K 0.01% 290
2019
Q2 		$51K Buy
1,671
+720
+76% +$21.4K 0.01% 319
2019
Q1 		$28K Hold
951
– – ﹤0.01% 377
2018
Q4 		$25K Hold
951
– – 0.01% 305
2018
Q3 		$29K Buy
951
+473
+99% +$14.2K 0.01% 215
2018
Q2 		$14K Buy
+478
New +$13.6K 0.01% 214

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 22.96% 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

CX Institutional's NULV Position: Q2 2026 in Review

CX Institutional reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 2.2% in Q2 2026, selling an estimated $78.6K and leaving 72,331 shares worth $3.62M. The position accounts for 0.1% of the portfolio, ranked #185.

CX Institutional first reported a position in NULV in Q2 2018 and has held it in 33 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • CX Institutional held 72,331 shares of Nuveen ESG Large-Cap Value ETF worth $3.62M as of Q2 2026.
  • CX Institutional sold 1,591 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $78.6K.
  • Nuveen ESG Large-Cap Value ETF made up 0.1% of CX Institutional's portfolio in Q2 2026, its #185 holding.
  • CX Institutional first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2018 and has held it in 33 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.