HC
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Hamilton Capital’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Hamilton Capital’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
2023
Q2 		– Sell
-20,234
Closed -$689K – 134
2023
Q1 		$689K Buy
20,234
+1,742
+9% +$60K 0.04% 39
2022
Q4 		$633K Sell
18,492
-214
-1% -$7.31K 0.04% 45
2022
Q3 		$577K Sell
18,706
-3,622
-16% -$124K 0.04% 34
2022
Q2 		$745K Buy
22,328
+16
+0.1% +$574 0.05% 31
2022
Q1 		$849K Buy
22,312
+3,217
+17% +$121K 0.05% 29
2021
Q4 		$742K Sell
19,095
-2,388
-11% -$93.1K 0.06% 46
2021
Q3 		$805K Sell
21,483
-46
-0.2% -$1.76K 0.07% 26
2021
Q2 		$813K Buy
21,529
+2,066
+11% +$77.8K 0.08% 20
2021
Q1 		$705K Buy
19,463
+3,758
+24% +$129K 0.07% 18
2020
Q4 		$517K Buy
+15,705
New +$492K 0.09% 21

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $38.8B AUM 21.88% 1-Year Est. Return