Emergent Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Emergent Wealth 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 Q2	$530K	Hold	10,610	–	–	0.28%	65
2026 Q1	$483K	Hold	10,610	–	–	0.29%	61
2025 Q4	$478K	Hold	10,610	–	–	0.27%	73
2025 Q3	$465K	Buy	10,610 +162	+2%	+$6.91K	0.27%	71
2025 Q2	$438K	Buy	10,448 +302	+3%	+$12K	0.28%	70
2025 Q1	$411K	Hold	10,146	–	–	0.3%	66
2024 Q4	$399K	Hold	10,146	–	–	0.29%	67
2024 Q3	$423K	Hold	10,146	–	–	0.31%	64
2024 Q2	$383K	Buy	10,146 +2,947	+41%	+$111K	0.31%	64
2024 Q1	$280K	Sell	7,199 -2,202	-23%	-$80.8K	0.24%	77
2023 Q4	$338K	Buy	+9,401	New	+$321K	0.31%	63

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

Emergent Wealth Advisors's NULV Position: Q2 2026 in Review

Emergent Wealth Advisors held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 10,610 shares worth $530K. The position accounts for 0.28% of the portfolio, ranked #65.

Emergent Wealth Advisors first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Emergent Wealth Advisors held 10,610 shares of Nuveen ESG Large-Cap Value ETF worth $530K as of Q2 2026.
Emergent Wealth Advisors left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.28% of Emergent Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Emergent Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.