EWM
Empirical Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Sell |
386,763
-4,144
| -1% | -$174K | 0.37% | 54 |
|
|
2025
Q1 | $15.8M | Sell |
390,907
-1,311
| -0.3% | -$53.1K | 0.41% | 46 |
|
|
2024
Q4 | $15.4M | Buy |
392,218
+11,872
| +3% | +$467K | 0.42% | 46 |
|
|
2024
Q3 | $15.9M | Buy |
380,346
+10,277
| +3% | +$429K | 0.45% | 44 |
|
|
2024
Q2 | $14M | Sell |
370,069
-13,310
| -3% | -$503K | 0.41% | 46 |
|
|
2024
Q1 | $14.9M | Buy |
383,379
+17,872
| +5% | +$695K | 0.45% | 39 |
|
|
2023
Q4 | $13.1M | Buy |
365,507
+3,657
| +1% | +$131K | 0.44% | 44 |
|
|
2023
Q3 | $12.2M | Buy |
361,850
+22,994
| +7% | +$772K | 0.48% | 44 |
|
|
2023
Q2 | $11.7M | Buy |
338,856
+48,996
| +17% | +$1.7M | 0.47% | 41 |
|
|
2023
Q1 | $9.88M | Buy |
289,860
+11,515
| +4% | +$392K | 0.43% | 46 |
|
|
2022
Q4 | $9.53M | Buy |
278,345
+24,687
| +10% | +$845K | 0.45% | 44 |
|
|
2022
Q3 | $7.83M | Buy |
253,658
+25,183
| +11% | +$777K | 0.41% | 51 |
|
|
2022
Q2 | $7.63M | Sell |
228,475
-6,018
| -3% | -$201K | 0.4% | 50 |
|
|
2022
Q1 | $8.92M | Buy |
234,493
+39,466
| +20% | +$1.5M | 0.44% | 42 |
|
|
2021
Q4 | $7.58M | Buy |
195,027
+17,143
| +10% | +$666K | 0.38% | 48 |
|
|
2021
Q3 | $6.67M | Buy |
177,884
+27,618
| +18% | +$1.04M | 0.38% | 49 |
|
|
2021
Q2 | $5.67M | Buy |
150,266
+26,310
| +21% | +$993K | 0.34% | 53 |
|
|
2021
Q1 | $4.49M | Buy |
123,956
+19,985
| +19% | +$723K | 0.36% | 51 |
|
|
2020
Q4 | $3.43M | Buy |
103,971
+20,463
| +25% | +$674K | 0.26% | 58 |
|
|
2020
Q3 | $2.43M | Buy |
83,508
+18,800
| +29% | +$547K | 0.21% | 70 |
|
|
2020
Q2 | $1.81M | Buy |
64,708
+23,368
| +57% | +$652K | 0.17% | 88 |
|
|
2020
Q1 | $1.01M | Buy |
41,340
+25,275
| +157% | +$617K | 0.11% | 111 |
|
|
2019
Q4 | $527K | Buy |
+16,065
| New | +$527K | 0.06% | 181 |
|