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

Dunhill Financial’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
2024
Q1 		– Sell
-3
Closed -$108 – 756
2023
Q4 		$108 Buy
+3
New +$102 ﹤0.01% 721
2023
Q3 		– Sell
-133,227
Closed -$4.61M – 85
2023
Q2 		$4.61M Buy
+133,227
New +$4.51M 3.03% 9

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Dunhill Financial's NULV Position: Q1 2024 in Review

Dunhill Financial sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2024, closing a stake of 3 shares — an estimated $108 sold.

Dunhill Financial first reported a position in NULV in Q2 2023 and held it in 2 quarters. The position peaked at $4.61M in Q2 2023. 228 funds tracked by Wall St. Rank hold NULV as of Q1 2024.

  • Dunhill Financial reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Dunhill Financial sold 3 Nuveen ESG Large-Cap Value ETF shares in Q1 2024, an estimated $108.
  • Dunhill Financial first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2023 and held it in 2 quarters.
  • Dunhill Financial's Nuveen ESG Large-Cap Value ETF position peaked at $4.61M in Q2 2023.
  • 228 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2024.

Based on Dunhill Financial's 13F filing for Q1 2024, filed 13 May 2024.