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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$1.16M Buy
+35,243
New +$1.1M 0.29% 29

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's NULV Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2020: 35,243 shares worth $1.16M. The stake represents 0.29% of the portfolio and ranks #29 among its holdings.

85 funds tracked by Wall St. Rank hold NULV as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 35,243 shares of Nuveen ESG Large-Cap Value ETF worth $1.16M as of Q4 2020.
  • Nuveen ESG Large-Cap Value ETF was a new Genovese Burford & Brothers Wealth & Retirement Plan Management position in Q4 2020.
  • Nuveen ESG Large-Cap Value ETF made up 0.29% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #29 holding.
  • 85 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.