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DB Wealth Management Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

DB Wealth Management Group’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
2023
Q4 		$60.7K Buy
1,689
+1,058
+168% +$36.1K 0.03% 150
2023
Q3 		$21.2K Buy
+631
New +$22.1K 0.01% 218

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DB Wealth Management Group's NULV Position: Q4 2023 in Review

DB Wealth Management Group increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 168% in Q4 2023, buying an estimated $36.1K and bringing the position to 1,689 shares worth $60.7K. The position accounts for 0.03% of the portfolio, ranked #150.

DB Wealth Management Group first reported a position in NULV in Q3 2023 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold NULV as of Q4 2023.

  • DB Wealth Management Group held 1,689 shares of Nuveen ESG Large-Cap Value ETF worth $60.7K as of Q4 2023.
  • DB Wealth Management Group bought 1,058 Nuveen ESG Large-Cap Value ETF shares in Q4 2023, an estimated $36.1K.
  • Nuveen ESG Large-Cap Value ETF made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #150 holding.
  • DB Wealth Management Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2023 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.