FANJ
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Financial Architects (New Jersey)’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Financial Architects (New Jersey)’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
2023
Q2 		$904K Sell
26,084
-855
-3% -$28.9K 0.14% 151
2023
Q1 		$918K Sell
26,939
-951
-3% -$32.8K 0.15% 144
2022
Q4 		$955K Buy
27,890
+777
+3% +$26.5K 0.16% 140
2022
Q3 		$837K Buy
+27,113
New +$927K 0.15% 144
2022
Q2 		– Sell
-20,926
Closed -$796K – 186
2022
Q1 		$796K Buy
20,926
+247
+1% +$9.28K 0.11% 164
2021
Q4 		$804K Sell
20,679
-1,166
-5% -$45.5K 0.11% 169
2021
Q3 		$819K Buy
21,845
+2,312
+12% +$88.6K 0.12% 151
2021
Q2 		$737K Buy
19,533
+2,345
+14% +$88.3K 0.11% 163
2021
Q1 		$622K Buy
17,188
+4,557
+36% +$156K 0.1% 170
2020
Q4 		$416K Buy
12,631
+3,910
+45% +$122K 0.08% 186
2020
Q3 		$254K Buy
8,721
+5,177
+146% +$151K 0.06% 224
2020
Q2 		$99K Hold
3,544
– – 0.02% 324
2020
Q1 		$87K Buy
3,544
+1,388
+64% +$41.6K 0.02% 317
2019
Q4 		$71K Buy
2,156
+336
+18% +$10.7K 0.02% 375
2019
Q3 		$57K Buy
1,820
+170
+10% +$5.18K 0.01% 416
2019
Q2 		$50K Buy
1,650
+1,039
+170% +$30.8K 0.01% 516
2019
Q1 		$18K Hold
611
– – ﹤0.01% 917
2018
Q4 		$16K Hold
611
– – ﹤0.01% 869
2018
Q3 		$18K Hold
611
– – ﹤0.01% 956
2018
Q2 		$17K Buy
+611
New +$17.4K ﹤0.01% 851

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $44.6B AUM 28.94% 1-Year Est. Return

Financial Architects (New Jersey)'s NULV Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.2% in Q2 2023, selling an estimated $28.9K and leaving 26,084 shares worth $904K. The position accounts for 0.14% of the portfolio, ranked #151.

Financial Architects (New Jersey) first reported a position in NULV in Q2 2018 and has held it in 20 quarters since. The position peaked at $955K in Q4 2022. 202 funds tracked by Wall St. Rank hold NULV as of Q2 2023.

  • Financial Architects (New Jersey) held 26,084 shares of Nuveen ESG Large-Cap Value ETF worth $904K as of Q2 2023.
  • Financial Architects (New Jersey) sold 855 Nuveen ESG Large-Cap Value ETF shares in Q2 2023, an estimated $28.9K.
  • Nuveen ESG Large-Cap Value ETF made up 0.14% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #151 holding.
  • Financial Architects (New Jersey) first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2018 and has held it in 20 quarters since.
  • Financial Architects (New Jersey)'s Nuveen ESG Large-Cap Value ETF position peaked at $955K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.