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Flaharty Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Flaharty Asset 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
2025
Q2 		– Sell
-382
Closed -$15.5K – 361
2025
Q1 		$15.5K Buy
+382
New +$15.5K ﹤0.01% 294
2024
Q4 		– Sell
-414
Closed -$17.3K – 319
2024
Q3 		$17.3K Buy
+414
New +$16.4K ﹤0.01% 279
2023
Q4 		– Sell
-414
Closed -$13.9K – 333
2023
Q3 		$13.9K Buy
+414
New +$14.5K ﹤0.01% 287

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Flaharty Asset Management's NULV Position: Q2 2025 in Review

Flaharty Asset Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2025, closing a stake of 382 shares — an estimated $15.5K sold.

Flaharty Asset Management first reported a position in NULV in Q3 2023 and held it in 3 quarters. The position peaked at $17.3K in Q3 2024. 253 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

  • Flaharty Asset Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 382 Nuveen ESG Large-Cap Value ETF shares in Q2 2025, an estimated $15.5K.
  • Flaharty Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Nuveen ESG Large-Cap Value ETF position peaked at $17.3K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.