Envestnet Portfolio Solutions’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-4,670	Closed	-$212K	–	1418
2026 Q1	$212K	Sell	4,670 -371,536	-99%	-$17.3M	﹤0.01%	1256
2025 Q4	$16.9M	Sell	376,206 -648	-0.2%	-$28.9K	0.06%	162
2025 Q3	$16.5M	Buy	376,854 +30,625	+9%	+$1.31M	0.06%	159
2025 Q2	$14.5M	Buy	346,229 +3,552	+1%	+$141K	0.05%	172
2025 Q1	$13.9M	Sell	342,677 -153	-0%	-$6.2K	0.05%	174
2024 Q4	$13.5M	Buy	342,830 +20,155	+6%	+$837K	0.04%	204
2024 Q3	$13.5M	Buy	322,675 +6,086	+2%	+$241K	0.04%	204
2024 Q2	$12M	Sell	316,589 -9,534	-3%	-$360K	0.04%	209
2024 Q1	$12.7M	Sell	326,123 -2,475	-0.8%	-$90.9K	0.05%	195
2023 Q4	$11.8M	Sell	328,598 -3,318	-1%	-$113K	0.05%	188
2023 Q3	$11.1M	Buy	+331,916	New	+$11.6M	0.05%	170

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

Envestnet Portfolio Solutions's NULV Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 4,670 shares — an estimated $212K sold.

Envestnet Portfolio Solutions first reported a position in NULV in Q3 2023 and held it in 11 quarters. The position peaked at $16.9M in Q4 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,670 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $212K.
Envestnet Portfolio Solutions first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2023 and held it in 11 quarters.
Envestnet Portfolio Solutions's Nuveen ESG Large-Cap Value ETF position peaked at $16.9M in Q4 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.