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

EP 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 		$11.8M Buy
235,925
+90,703
+62% +$4.48M 0.05% 247
2026
Q1 		$6.61M Buy
145,222
+51,322
+55% +$2.4M 0.03% 265
2025
Q4 		$4.23M Buy
+93,900
New +$4.19M 0.02% 306
2025
Q2 		$2.38M Buy
56,813
+3,172
+6% +$126K 0.02% 383
2025
Q1 		$2.17M Sell
53,641
-635
-1% -$25.8K 0.02% 356
2024
Q4 		$2.14M Sell
54,276
-31,079
-36% -$1.29M 0.02% 346
2024
Q3 		$3.56M Sell
85,355
-6,580
-7% -$261K 0.03% 263
2024
Q2 		$3.47M Sell
91,935
-764
-0.8% -$28.9K 0.04% 215
2024
Q1 		$3.6M Sell
92,699
-1,267
-1% -$46.5K 0.04% 209
2023
Q4 		$3.37M Sell
93,966
-21,144
-18% -$722K 0.04% 203
2023
Q3 		$3.87M Buy
115,110
+113,934
+9,688% +$3.98M 0.06% 174
2023
Q2 		$4.1M Sell
1,176
-333
-22% -$11.3K 0.06% 168
2023
Q1 		$233K Sell
1,509
-29,236
-95% -$1.01M ﹤0.01% 543
2022
Q4 		$1.05M Buy
30,745
+4,940
+19% +$169K 0.02% 275
2022
Q3 		$797K Buy
25,805
+16,080
+165% +$550K 0.02% 253
2022
Q2 		$325K Buy
+9,725
New +$349K 0.01% 462

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

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

EP Wealth Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 62% in Q2 2026, buying an estimated $4.48M and bringing the position to 235,925 shares worth $11.8M. The position accounts for 0.05% of the portfolio, ranked #247.

EP Wealth Advisors first reported a position in NULV in Q2 2022 and has held it in 16 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • EP Wealth Advisors held 235,925 shares of Nuveen ESG Large-Cap Value ETF worth $11.8M as of Q2 2026.
  • EP Wealth Advisors bought 90,703 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $4.48M.
  • Nuveen ESG Large-Cap Value ETF made up 0.05% of EP Wealth Advisors's portfolio in Q2 2026, its #247 holding.
  • EP Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.