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Global Retirement Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Global Retirement Partners’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
Q2 		$35.5K Buy
+710
New +$35.1K ﹤0.01% 2733
2025
Q4 		$28.5K Sell
633
-262
-29% -$11.7K ﹤0.01% 2699
2025
Q3 		$39.2K Sell
895
-2,388
-73% -$102K ﹤0.01% 2035
2025
Q2 		$138K Buy
+3,283
New +$131K ﹤0.01% 1274
2024
Q4 		$129K Buy
3,284
+989
+43% +$41.1K ﹤0.01% 1151
2024
Q3 		$95.7K Sell
2,295
-201
-8% -$7.96K ﹤0.01% 1262
2024
Q2 		$94.3K Buy
2,496
+62
+3% +$2.34K ﹤0.01% 1229
2024
Q1 		$94.6K Buy
2,434
+63
+3% +$2.31K ﹤0.01% 1111
2023
Q4 		$84.6K Buy
2,371
+29
+1% +$991 ﹤0.01% 1132
2023
Q3 		$77.5K Sell
2,342
-230
-9% -$8.04K ﹤0.01% 1043
2023
Q2 		$89.1K Buy
2,572
+40
+2% +$1.35K ﹤0.01% 996
2023
Q1 		$85K Sell
2,532
-104
-4% -$3.58K ﹤0.01% 988
2022
Q4 		$90.3K Sell
2,636
-417
-14% -$14.2K 0.01% 846
2022
Q3 		$105K Buy
3,053
+67
+2% +$2.29K 0.01% 757
2022
Q2 		$100K Buy
2,986
+33
+1% +$1.18K 0.01% 744
2022
Q1 		$104K Buy
+2,953
New +$111K 0.01% 745
2021
Q4 		– Sell
-1,363
Closed -$51K – 1262
2021
Q3 		$51K Buy
1,363
+151
+12% +$5.78K 0.01% 846
2021
Q2 		$46K Buy
1,212
+413
+52% +$15.6K ﹤0.01% 885
2021
Q1 		$29K Buy
799
+82
+11% +$2.81K ﹤0.01% 986
2020
Q4 		$24K Hold
717
– – ﹤0.01% 974
2020
Q3 		$21K Sell
717
-35
-5% -$1.02K ﹤0.01% 906
2020
Q2 		$21K Buy
752
+117
+18% +$3.15K ﹤0.01% 890
2020
Q1 		$16K Buy
+635
New +$19K ﹤0.01% 872

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Global Retirement Partners's NULV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 710 shares worth $35.5K. The stake represents ﹤0.01% of the portfolio and ranks #2733 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NULV as recently as Q4 2025.

Global Retirement Partners first reported a position in NULV in Q1 2020 and has held it in 23 quarters since. The position peaked at $138K in Q2 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Global Retirement Partners held 710 shares of Nuveen ESG Large-Cap Value ETF worth $35.5K as of Q2 2026.
  • Nuveen ESG Large-Cap Value ETF was a new Global Retirement Partners position in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2733 holding.
  • Global Retirement Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2020 and has held it in 23 quarters since.
  • Global Retirement Partners's Nuveen ESG Large-Cap Value ETF position peaked at $138K in Q2 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.