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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return