DHJJ Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

DHJJ Financial Advisors’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 Q1	$3.54K	Hold	78	–	–	﹤0.01%	689
2025 Q4	$3.51K	Hold	78	–	–	﹤0.01%	669
2025 Q3	$3.41K	Hold	78	–	–	﹤0.01%	651
2025 Q2	$3.26K	Hold	78	–	–	﹤0.01%	646
2025 Q1	$3.15K	Hold	78	–	–	﹤0.01%	609
2024 Q4	$3.07K	Buy	78 +2	+3%	+$83	﹤0.01%	587
2024 Q3	$3.18K	Hold	76	–	–	﹤0.01%	572
2024 Q2	$2.88K	Hold	76	–	–	﹤0.01%	535
2024 Q1	$2.96K	Sell	76 -35	-32%	-$1.28K	﹤0.01%	528
2023 Q4	$4K	Buy	111 +3	+3%	+$102	﹤0.01%	507
2023 Q3	$3.64K	Buy	+108	New	+$3.77K	﹤0.01%	512

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

DHJJ Financial Advisors's NULV Position: Q1 2026 in Review

DHJJ Financial Advisors held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q1 2026 at 78 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

DHJJ Financial Advisors first reported a position in NULV in Q3 2023 and has held it in 11 quarters since. The position peaked at $4K in Q4 2023. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

DHJJ Financial Advisors held 78 shares of Nuveen ESG Large-Cap Value ETF worth $3.54K as of Q1 2026.
DHJJ Financial Advisors left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q1 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #689 holding.
DHJJ Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $4K in Q4 2023.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.