Fund Evaluation Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Fund Evaluation 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
2026 Q1	–	Sell	-205,534	Closed	-$9.26M	–	76
2025 Q4	$9.26M	Sell	205,534 -3,936	-2%	-$176K	0.31%	27
2025 Q3	$9.18M	Sell	209,470 -1,199	-0.6%	-$51.2K	0.33%	26
2025 Q2	$8.82M	Sell	210,669 -7,300	-3%	-$291K	0.34%	28
2025 Q1	$8.8M	Buy	217,969 +1,323	+0.6%	+$53.7K	0.38%	21
2024 Q4	$8.53M	Buy	216,646 +49,707	+30%	+$2.06M	0.4%	21
2024 Q3	$6.96M	Sell	166,939 -70,860	-30%	-$2.81M	0.39%	21
2024 Q2	$8.99M	Buy	237,799 +1,083	+0.5%	+$40.9K	0.55%	16
2024 Q1	$9.2M	Sell	236,716 -40,482	-15%	-$1.49M	0.58%	14
2023 Q4	$9.95M	Buy	277,198 +6,929	+3%	+$237K	0.72%	14
2023 Q3	$9.08M	Sell	270,269 -199,133	-42%	-$6.96M	0.81%	13
2023 Q2	$16.3M	Buy	469,402 +8,235	+2%	+$279K	1.5%	10
2023 Q1	$15.7M	Buy	461,167 +29,326	+7%	+$1.01M	1.7%	8
2022 Q4	$14.8M	Buy	431,841 +71,899	+20%	+$2.45M	1.9%	6
2022 Q3	$11.1M	Sell	359,942 -1,860	-0.5%	-$63.6K	1.34%	10
2022 Q2	$12.1M	Buy	+361,802	New	+$13M	1.54%	10

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

Fund Evaluation Group's NULV Position: Q1 2026 in Review

Fund Evaluation Group sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2026, closing a stake of 205,534 shares — an estimated $9.26M sold.

Fund Evaluation Group first reported a position in NULV in Q2 2022 and held it in 15 quarters. The position peaked at $16.3M in Q2 2023. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Fund Evaluation Group reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
Fund Evaluation Group sold 205,534 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $9.26M.
Fund Evaluation Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and held it in 15 quarters.
Fund Evaluation Group's Nuveen ESG Large-Cap Value ETF position peaked at $16.3M in Q2 2023.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Fund Evaluation Group's 13F filing for Q1 2026, filed 8 May 2026.