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Financial Avengers’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Financial Avengers’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 		– Sell
-39
Closed -$1.33K – 171
2023
Q1 		$1.33K Hold
39
– – ﹤0.01% 145
2022
Q4 		$1.33K Buy
+39
New +$1.33K ﹤0.01% 146

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 Avengers's NULV Position: Q2 2023 in Review

Financial Avengers sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2023, closing a stake of 39 shares — an estimated $1.33K sold.

Financial Avengers first reported a position in NULV in Q4 2022 and held it in 2 quarters. The position peaked at $1.33K in Q4 2022. 202 funds tracked by Wall St. Rank hold NULV as of Q2 2023.

  • Financial Avengers reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Avengers sold 39 Nuveen ESG Large-Cap Value ETF shares in Q2 2023, an estimated $1.33K.
  • Financial Avengers first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 2 quarters.
  • Financial Avengers's Nuveen ESG Large-Cap Value ETF position peaked at $1.33K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2023.

Based on Financial Avengers's 13F filing for Q2 2023, filed 7 Aug 2023.