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Essex Financial Services’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Essex Financial Services’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
2022
Q1 		– Sell
-5,160
Closed -$201K – 518
2021
Q4 		$201K Buy
+5,160
New +$201K 0.02% 477

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Morgan Stanley
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Thrivent Financial for Lutherans
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Essex Financial Services's NULV Position: Q1 2022 in Review

Essex Financial Services sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2022, closing a stake of 5,160 shares — an estimated $201K sold.

Essex Financial Services first reported a position in NULV in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 161 funds tracked by Wall St. Rank hold NULV as of Q1 2022.

  • Essex Financial Services reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Essex Financial Services sold 5,160 Nuveen ESG Large-Cap Value ETF shares in Q1 2022, an estimated $201K.
  • Essex Financial Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Essex Financial Services's Nuveen ESG Large-Cap Value ETF position peaked at $201K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2022.

Based on Essex Financial Services's 13F filing for Q1 2022, filed 21 Apr 2022.