Harborview Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Harborview Advisors’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
2021 Q3	$1.12M	Buy	29,901 +1,199	+4%	+$45.9K	0.63%	30
2021 Q2	$1.08M	Buy	28,702 +3,105	+12%	+$117K	0.61%	30
2021 Q1	$927K	Sell	25,597 -28	-0.1%	-$960	0.56%	36
2020 Q4	$844K	Buy	25,625 +3,195	+14%	+$100K	0.57%	41
2020 Q3	$652K	Buy	22,430 +2,146	+11%	+$62.5K	0.5%	50
2020 Q2	$566K	Buy	20,284 +6,394	+46%	+$172K	0.47%	50
2020 Q1	$339K	Buy	13,890 +1,033	+8%	+$31K	0.34%	58
2019 Q4	$422K	Sell	12,857 -217	-2%	-$6.94K	0.32%	46
2019 Q3	$409K	Sell	13,074 -1,032	-7%	-$31.4K	0.33%	46
2019 Q2	$427K	Buy	14,106 +4,890	+53%	+$145K	0.35%	46
2019 Q1	$270K	Buy	9,216 +904	+11%	+$25.6K	0.23%	59
2018 Q4	$217K	Buy	+8,312	New	+$239K	0.25%	51

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Harborview Advisors's NULV Position: Q3 2021 in Review

Harborview Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 4.2% in Q3 2021, buying an estimated $45.9K and bringing the position to 29,901 shares worth $1.12M. The position accounts for 0.63% of the portfolio, ranked #30.

Harborview Advisors first reported a position in NULV in Q4 2018 and has held it in 12 quarters since. 120 funds tracked by Wall St. Rank hold NULV as of Q3 2021.

Harborview Advisors held 29,901 shares of Nuveen ESG Large-Cap Value ETF worth $1.12M as of Q3 2021.
Harborview Advisors bought 1,199 Nuveen ESG Large-Cap Value ETF shares in Q3 2021, an estimated $45.9K.
Nuveen ESG Large-Cap Value ETF made up 0.63% of Harborview Advisors's portfolio in Q3 2021, its #30 holding.
Harborview Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2018 and has held it in 12 quarters since.
120 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.