EverSource Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

EverSource Wealth Advisors’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	$8.5K	Hold	170	–	–	﹤0.01%	2996
2026 Q1	$7.74K	Hold	170	–	–	﹤0.01%	3058
2025 Q4	$7.66K	Hold	170	–	–	﹤0.01%	2925
2025 Q3	$7.45K	Hold	170	–	–	﹤0.01%	2972
2025 Q2	$7.13K	Sell	170 -213	-56%	-$8.48K	﹤0.01%	2996
2025 Q1	$15.5K	Sell	383 -344	-47%	-$13.9K	﹤0.01%	1839
2024 Q4	$28.6K	Buy	727 +557	+328%	+$23.1K	﹤0.01%	1446
2024 Q3	$7.09K	Sell	170 -523	-75%	-$20.7K	﹤0.01%	2059
2024 Q2	$27.6K	Hold	693	–	–	﹤0.01%	1356
2024 Q1	$25.6K	Hold	693	–	–	﹤0.01%	1248
2023 Q4	$24.9K	Hold	693	–	–	﹤0.01%	1146
2023 Q3	$23.3K	Hold	693	–	–	﹤0.01%	1070
2023 Q2	$24K	Hold	693	–	–	﹤0.01%	1078
2023 Q1	$23.6K	Hold	693	–	–	﹤0.01%	1014
2022 Q4	$23.7K	Sell	693 -5,549	-89%	-$189K	﹤0.01%	1012
2022 Q3	$193K	Hold	6,242	–	–	0.04%	304
2022 Q2	$209K	Sell	6,242 -191	-3%	-$6.86K	0.05%	252
2022 Q1	$245K	Buy	6,433 +1,227	+24%	+$46.1K	0.06%	234
2021 Q4	$202K	Buy	+5,206	New	+$203K	0.06%	221

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

EverSource Wealth Advisors's NULV Position: Q2 2026 in Review

EverSource Wealth Advisors held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 170 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

EverSource Wealth Advisors first reported a position in NULV in Q4 2021 and has held it in 19 quarters since. The position peaked at $245K in Q1 2022. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

EverSource Wealth Advisors held 170 shares of Nuveen ESG Large-Cap Value ETF worth $8.5K as of Q2 2026.
EverSource Wealth Advisors left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2996 holding.
EverSource Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $245K in Q1 2022.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.