Focus Partners Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Focus Partners Wealth’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	$1.28M	Sell	25,517 -117	-0.5%	-$5.78K	﹤0.01%	1534
2026 Q1	$1.17M	Sell	25,634 -7,334	-22%	-$342K	﹤0.01%	1547
2025 Q4	$1.49M	Buy	32,968 +2,245	+7%	+$100K	﹤0.01%	1458
2025 Q3	$1.35M	Buy	30,723 +11,139	+57%	+$475K	﹤0.01%	1164
2025 Q2	$821K	Sell	19,584 -1,254	-6%	-$49.9K	﹤0.01%	1225
2025 Q1	$844K	Sell	20,838 -98	-0.5%	-$3.97K	﹤0.01%	1124
2024 Q4	$824K	Buy	20,936 +1,612	+8%	+$66.9K	﹤0.01%	1126
2024 Q3	$806K	Buy	+19,324	New	+$765K	﹤0.01%	1002

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

Focus Partners Wealth's NULV Position: Q2 2026 in Review

Focus Partners Wealth reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.46% in Q2 2026, selling an estimated $5.78K and leaving 25,517 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Focus Partners Wealth first reported a position in NULV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Focus Partners Wealth held 25,517 shares of Nuveen ESG Large-Cap Value ETF worth $1.28M as of Q2 2026.
Focus Partners Wealth sold 117 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $5.78K.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1534 holding.
Focus Partners Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $1.49M in Q4 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.