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Global Assets Advisory’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Global Assets Advisory’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
2024
Q2 		– Sell
-2,584
Closed -$99.8K – 358
2024
Q1 		$99.8K Buy
+2,584
New +$94.9K 0.06% 195

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Assets Advisory's NULV Position: Q2 2024 in Review

Global Assets Advisory sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2024, closing a stake of 2,584 shares — an estimated $99.8K sold.

Global Assets Advisory first reported a position in NULV in Q1 2024 and held it in 1 quarter. The position peaked at $99.8K in Q1 2024. 235 funds tracked by Wall St. Rank hold NULV as of Q2 2024.

  • Global Assets Advisory reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Global Assets Advisory sold 2,584 Nuveen ESG Large-Cap Value ETF shares in Q2 2024, an estimated $99.8K.
  • Global Assets Advisory first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2024 and held it in 1 quarter.
  • Global Assets Advisory's Nuveen ESG Large-Cap Value ETF position peaked at $99.8K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2024.

Based on Global Assets Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.