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Gerber Kawasaki Wealth & Investment Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022
Q1 		– Sell
-7,599
Closed -$295K – 276
2021
Q4 		$295K Buy
7,599
+7,569
+25,230% +$295K 0.02% 211
2021
Q3 		$30K Buy
+30
New +$1.15K ﹤0.01% 403

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NULV Position: Q1 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2022, closing a stake of 7,599 shares — an estimated $295K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in NULV in Q3 2021 and held it in 2 quarters. The position peaked at $295K in Q4 2021. 161 funds tracked by Wall St. Rank hold NULV as of Q1 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 7,599 Nuveen ESG Large-Cap Value ETF shares in Q1 2022, an estimated $295K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and held it in 2 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Nuveen ESG Large-Cap Value ETF position peaked at $295K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2022, filed 12 May 2022.