Diversified Portfolios Inc’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Diversified Portfolios Inc’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	$931K	Sell	18,631 -663	-3%	-$32.8K	0.07%	109
2026 Q1	$878K	Buy	19,294 +88	+0.5%	+$4.11K	0.07%	101
2025 Q4	$865K	Sell	19,206 -267	-1%	-$11.9K	0.07%	98
2025 Q3	$853K	Hold	19,473	–	–	0.08%	96
2025 Q2	$816K	Buy	19,473 +372	+2%	+$14.8K	0.08%	92
2025 Q1	$773K	Buy	19,101 +231	+1%	+$9.37K	0.08%	89
2024 Q4	$743K	Buy	18,870 +320	+2%	+$13.3K	0.08%	91
2024 Q3	$774K	Buy	+18,550	New	+$735K	0.09%	86

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

Diversified Portfolios Inc's NULV Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.4% in Q2 2026, selling an estimated $32.8K and leaving 18,631 shares worth $931K. The position accounts for 0.07% of the portfolio, ranked #109.

Diversified Portfolios Inc first reported a position in NULV in Q3 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Diversified Portfolios Inc held 18,631 shares of Nuveen ESG Large-Cap Value ETF worth $931K as of Q2 2026.
Diversified Portfolios Inc sold 663 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $32.8K.
Nuveen ESG Large-Cap Value ETF made up 0.07% of Diversified Portfolios Inc's portfolio in Q2 2026, its #109 holding.
Diversified Portfolios Inc first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.