Estate Counselors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Estate Counselors’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	$441K	Sell	8,830 -355	-4%	-$17.5K	0.04%	83
2026 Q1	$418K	Buy	+9,185	New	+$429K	0.04%	81
2024 Q4	–	Sell	-4,885	Closed	-$204K	–	112
2024 Q3	$204K	Buy	+4,885	New	+$193K	0.02%	104
2022 Q4	–	Sell	-195	Closed	-$6K	–	178
2022 Q3	$6K	Buy	+195	New	+$6.67K	﹤0.01%	169

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

Estate Counselors's NULV Position: Q2 2026 in Review

Estate Counselors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.9% in Q2 2026, selling an estimated $17.5K and leaving 8,830 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #83.

Estate Counselors first reported a position in NULV in Q3 2022 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Estate Counselors held 8,830 shares of Nuveen ESG Large-Cap Value ETF worth $441K as of Q2 2026.
Estate Counselors sold 355 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $17.5K.
Nuveen ESG Large-Cap Value ETF made up 0.04% of Estate Counselors's portfolio in Q2 2026, its #83 holding.
Estate Counselors first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2022 and has held it in 4 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.