Forefront Analytics’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Forefront Analytics’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 Q1	$8.9M	Buy	195,657 +54,278	+38%	+$2.53M	8.1%	5
2025 Q4	$6.37M	Sell	141,379 -106,568	-43%	-$4.76M	5.62%	7
2025 Q3	$10.9M	Sell	247,947 -97,940	-28%	-$4.18M	10.47%	2
2025 Q2	$14.5M	Sell	345,887 -209,125	-38%	-$8.32M	16.19%	1
2025 Q1	$22.5M	Sell	555,012 -83,811	-13%	-$3.4M	25.85%	1
2024 Q4	$25.2M	Sell	638,823 -55,813	-8%	-$2.32M	11.7%	1
2024 Q3	$29M	Buy	694,636 +6,689	+1%	+$265K	13.67%	1
2024 Q2	$26M	Buy	687,947 +288,663	+72%	+$10.9M	12.44%	1
2024 Q1	$15.5M	Buy	+399,284	New	+$14.7M	7.52%	2
2023 Q2	–	Sell	-187,045	Closed	-$6.37M	–	73
2023 Q1	$6.37M	Sell	187,045 -464,983	-71%	-$16M	3.29%	11
2022 Q4	$22.3M	Sell	652,028 -172,847	-21%	-$5.9M	11.9%	1
2022 Q3	$25.5M	Sell	824,875 -37,277	-4%	-$1.27M	13.56%	1
2022 Q2	$28.8M	Buy	+862,152	New	+$30.9M	13.94%	1

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Forefront Analytics's NULV Position: Q1 2026 in Review

Forefront Analytics increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 38% in Q1 2026, buying an estimated $2.53M and bringing the position to 195,657 shares worth $8.9M. The position accounts for 8.1% of the portfolio, ranked #5.

Forefront Analytics first reported a position in NULV in Q2 2022 and has held it in 13 quarters since. The position peaked at $29M in Q3 2024. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Forefront Analytics held 195,657 shares of Nuveen ESG Large-Cap Value ETF worth $8.9M as of Q1 2026.
Forefront Analytics bought 54,278 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $2.53M.
Nuveen ESG Large-Cap Value ETF made up 8.1% of Forefront Analytics's portfolio in Q1 2026, its #5 holding.
Forefront Analytics first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and has held it in 13 quarters since.
Forefront Analytics's Nuveen ESG Large-Cap Value ETF position peaked at $29M in Q3 2024.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Forefront Analytics's 13F filing for Q1 2026, filed 13 May 2026.