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HeadInvest LLC’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

HeadInvest LLC’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
Q4 		– Sell
-65
Closed -$2.16K – 531
2023
Q3 		$2.16K Buy
+65
New +$2.27K ﹤0.01% 675

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

HeadInvest LLC's NULV Position: Q4 2023 in Review

HeadInvest LLC sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2023, closing a stake of 65 shares — an estimated $2.16K sold.

HeadInvest LLC first reported a position in NULV in Q3 2023 and held it in 1 quarter. The position peaked at $2.16K in Q3 2023. 220 funds tracked by Wall St. Rank hold NULV as of Q4 2023.

  • HeadInvest LLC reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 65 Nuveen ESG Large-Cap Value ETF shares in Q4 2023, an estimated $2.16K.
  • HeadInvest LLC first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Nuveen ESG Large-Cap Value ETF position peaked at $2.16K in Q3 2023.
  • 220 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.