EWM
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Empirical Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Empirical Wealth Management’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 		$20.1M Buy
402,854
+1,411
+0.4% +$69.7K 0.29% 68
2026
Q1 		$18.3M Sell
401,443
-7,804
-2% -$364K 0.32% 58
2025
Q4 		$18.4M Buy
409,247
+6,745
+2% +$301K 0.33% 55
2025
Q3 		$17.6M Buy
402,502
+15,739
+4% +$671K 0.35% 56
2025
Q2 		$16.2M Sell
386,763
-4,144
-1% -$165K 0.37% 54
2025
Q1 		$15.8M Sell
390,907
-1,311
-0.3% -$53.2K 0.41% 46
2024
Q4 		$15.4M Buy
392,218
+11,872
+3% +$493K 0.42% 46
2024
Q3 		$15.9M Buy
380,346
+10,277
+3% +$407K 0.45% 44
2024
Q2 		$14M Sell
370,069
-13,310
-3% -$503K 0.41% 47
2024
Q1 		$14.9M Buy
383,379
+17,872
+5% +$656K 0.45% 40
2023
Q4 		$13.1M Buy
365,507
+3,657
+1% +$125K 0.44% 45
2023
Q3 		$12.2M Buy
361,850
+22,994
+7% +$804K 0.48% 44
2023
Q2 		$11.7M Buy
338,856
+48,996
+17% +$1.66M 0.47% 41
2023
Q1 		$9.88M Buy
289,860
+11,515
+4% +$397K 0.43% 46
2022
Q4 		$9.53M Buy
278,345
+24,687
+10% +$843K 0.45% 44
2022
Q3 		$7.83M Buy
253,658
+25,183
+11% +$861K 0.41% 51
2022
Q2 		$7.63M Sell
228,475
-6,018
-3% -$216K 0.4% 50
2022
Q1 		$8.92M Buy
234,493
+39,466
+20% +$1.48M 0.44% 42
2021
Q4 		$7.58M Buy
195,027
+17,143
+10% +$669K 0.38% 48
2021
Q3 		$6.67M Buy
177,884
+27,618
+18% +$1.06M 0.38% 49
2021
Q2 		$5.67M Buy
150,266
+26,310
+21% +$991K 0.34% 53
2021
Q1 		$4.49M Buy
123,956
+19,985
+19% +$685K 0.36% 52
2020
Q4 		$3.42M Buy
103,971
+20,463
+25% +$641K 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% +$630K 0.17% 88
2020
Q1 		$1.01M Buy
41,340
+25,275
+157% +$758K 0.11% 112
2019
Q4 		$527K Buy
+16,065
New +$514K 0.06% 184

Other funds holding NULV

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Empirical Wealth Management's NULV Position: Q2 2026 in Review

Empirical Wealth Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.35% in Q2 2026, buying an estimated $69.7K and bringing the position to 402,854 shares worth $20.1M. The position accounts for 0.29% of the portfolio, ranked #68.

Empirical Wealth Management first reported a position in NULV in Q4 2019 and has held it in 27 quarters since. 116 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Empirical Wealth Management held 402,854 shares of Nuveen ESG Large-Cap Value ETF worth $20.1M as of Q2 2026.
  • Empirical Wealth Management bought 1,411 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $69.7K.
  • Nuveen ESG Large-Cap Value ETF made up 0.29% of Empirical Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Empirical Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 116 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.