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

ETF Portfolio Partners’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	$490K	Sell	9,803 -364	-4%	-$18K	0.12%	42
2026 Q1	$463K	Buy	10,167 +63	+0.6%	+$2.94K	0.12%	40
2025 Q4	$455K	Buy	10,104 +59	+0.6%	+$2.64K	0.12%	42
2025 Q3	$440K	Buy	10,045 +543	+6%	+$23.2K	0.12%	42
2025 Q2	$398K	Buy	9,502 +536	+6%	+$21.3K	0.11%	44
2025 Q1	$363K	Buy	8,966 +343	+4%	+$13.9K	0.11%	41
2024 Q4	$339K	Sell	8,623 -4,179	-33%	-$174K	0.1%	40
2024 Q3	$534K	Buy	+12,802	New	+$507K	0.16%	32

Other funds holding NULV

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return