EP Wealth Advisors’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 | $2.38M | Buy |
56,813
+3,172
| +6% | +$133K | 0.02% | 383 |
|
|
2025
Q1 | $2.17M | Sell |
53,641
-635
| -1% | -$25.7K | 0.02% | 356 |
|
|
2024
Q4 | $2.14M | Sell |
54,276
-31,079
| -36% | -$1.22M | 0.02% | 346 |
|
|
2024
Q3 | $3.56M | Sell |
85,355
-6,580
| -7% | -$275K | 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% | -$49.2K | 0.04% | 209 |
|
|
2023
Q4 | $3.37M | Sell |
93,966
-21,144
| -18% | -$759K | 0.04% | 203 |
|
|
2023
Q3 | $3.87M | Buy |
115,110
+113,934
| +9,688% | +$3.83M | 0.06% | 174 |
|
|
2023
Q2 | $4.1M | Sell |
1,176
-333
| -22% | -$1.16M | 0.06% | 168 |
|
|
2023
Q1 | $233K | Sell |
1,509
-29,236
| -95% | -$4.52M | ﹤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% | +$497K | 0.02% | 253 |
|
|
2022
Q2 | $325K | Buy |
+9,725
| New | +$325K | 0.01% | 462 |
|