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 Q3	$559K	Hold	10,610	–	–	0.29%	60
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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Emergent Wealth Advisors's NULV Position: Q3 2026 in Review

Emergent Wealth Advisors held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q3 2026 at 10,610 shares worth $559K. The position accounts for 0.29% of the portfolio, ranked #60.

Emergent Wealth Advisors first reported a position in NULV in Q4 2023 and has held it in 12 quarters since. 15 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

Emergent Wealth Advisors held 10,610 shares of Nuveen ESG Large-Cap Value ETF worth $559K as of Q3 2026.
Emergent Wealth Advisors left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q3 2026.
Nuveen ESG Large-Cap Value ETF made up 0.29% of Emergent Wealth Advisors's portfolio in Q3 2026, its #60 holding.
Emergent Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 12 quarters since.
15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on Emergent Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.