Evergreen Capital Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Evergreen Capital Management’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	$645K	Buy	12,905 +7,003	+119%	+$346K	0.01%	755
2026 Q1	$269K	Hold	5,902	–	–	0.01%	1198
2025 Q4	$266K	Hold	5,902	–	–	0.01%	1115
2025 Q3	$259K	Hold	5,902	–	–	0.01%	1078
2025 Q2	$247K	Sell	5,902 -500	-8%	-$19.9K	0.01%	899
2025 Q1	$259K	Hold	6,402	–	–	0.01%	841
2024 Q4	$252K	Hold	6,402	–	–	0.01%	835
2024 Q3	$267K	Hold	6,402	–	–	0.01%	773
2024 Q2	$242K	Sell	6,402 -571	-8%	-$21.6K	0.01%	757
2024 Q1	$271K	Hold	6,973	–	–	0.01%	673
2023 Q4	$250K	Hold	6,973	–	–	0.01%	674
2023 Q3	$234K	Hold	6,973	–	–	0.01%	650
2023 Q2	$242K	Buy	+6,973	New	+$236K	0.01%	647

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

Evergreen Capital Management's NULV Position: Q2 2026 in Review

Evergreen Capital Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 119% in Q2 2026, buying an estimated $346K and bringing the position to 12,905 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #755.

Evergreen Capital Management first reported a position in NULV in Q2 2023 and has held it in 13 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Evergreen Capital Management held 12,905 shares of Nuveen ESG Large-Cap Value ETF worth $645K as of Q2 2026.
Evergreen Capital Management bought 7,003 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $346K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #755 holding.
Evergreen Capital Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.