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

Herold 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
2022
Q2 		– Sell
-600
Closed -$22.8K – 511
2022
Q1 		$22.8K Buy
+600
New +$22.5K 0.01% 488
2021
Q4 		– Sell
-600
Closed -$22K – 495
2021
Q3 		$22K Buy
+600
New +$23K 0.01% 505

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T AUM 41.13% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Herold Advisors's NULV Position: Q2 2022 in Review

Herold Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2022, closing a stake of 600 shares — an estimated $22.8K sold.

Herold Advisors first reported a position in NULV in Q3 2021 and held it in 2 quarters. The position peaked at $22.8K in Q1 2022. 183 funds tracked by Wall St. Rank hold NULV as of Q2 2022.

  • Herold Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 600 Nuveen ESG Large-Cap Value ETF shares in Q2 2022, an estimated $22.8K.
  • Herold Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $22.8K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.