GSWM
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Golden State Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Golden State Wealth 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
2026
Q1 		– Sell
-660
Closed -$29.8K – 1695
2025
Q4 		$29.8K Buy
660
+10
+2% +$447 ﹤0.01% 823
2025
Q3 		$28.5K Hold
650
– – ﹤0.01% 827
2025
Q2 		$27.2K Buy
650
+27
+4% +$1.07K ﹤0.01% 803
2025
Q1 		$25.2K Hold
623
– – ﹤0.01% 746
2024
Q4 		$24.5K Buy
+623
New +$25.9K ﹤0.01% 724

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return