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

Financial Connections Group’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
2024 Q1	–	Sell	-785	Closed	-$28K	–	234
2023 Q4	$28K	Sell	785 -1,100	-58%	-$37.6K	0.02%	131
2023 Q3	$63K	Sell	1,885 -24,992	-93%	-$874K	0.08%	58
2023 Q2	$931K	Sell	26,877 -19,639	-42%	-$664K	0.61%	32
2023 Q1	$1.58M	Sell	46,516 -927	-2%	-$31.9K	1.13%	24
2022 Q4	$1.62M	Buy	47,443 +4,120	+10%	+$141K	1.28%	22
2022 Q3	$1.34M	Sell	43,323 -1,272	-3%	-$43.5K	1.13%	25
2022 Q2	$1.49M	Buy	+44,595	New	+$1.6M	1.31%	21

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Connections Group's NULV Position: Q1 2024 in Review

Financial Connections Group sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2024, closing a stake of 785 shares — an estimated $28K sold.

Financial Connections Group first reported a position in NULV in Q2 2022 and held it in 7 quarters. The position peaked at $1.62M in Q4 2022. 228 funds tracked by Wall St. Rank hold NULV as of Q1 2024.

Financial Connections Group reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Financial Connections Group sold 785 Nuveen ESG Large-Cap Value ETF shares in Q1 2024, an estimated $28K.
Financial Connections Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and held it in 7 quarters.
Financial Connections Group's Nuveen ESG Large-Cap Value ETF position peaked at $1.62M in Q4 2022.
228 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2024.

Based on Financial Connections Group's 13F filing for Q1 2024, filed 3 May 2024.