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Higgins & Schmidt Wealth Strategies’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Higgins & Schmidt Wealth Strategies’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
2024
Q4 		– Sell
-6,917
Closed -$289K – 62
2024
Q3 		$289K Sell
6,917
-139
-2% -$5.5K 0.19% 42
2024
Q2 		$267K Hold
7,056
– – 0.19% 41
2024
Q1 		$274K Hold
7,056
– – 0.2% 40
2023
Q4 		$253K Buy
+7,056
New +$241K 0.2% 39

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's NULV Position: Q4 2024 in Review

Higgins & Schmidt Wealth Strategies sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2024, closing a stake of 6,917 shares — an estimated $289K sold.

Higgins & Schmidt Wealth Strategies first reported a position in NULV in Q4 2023 and held it in 4 quarters. The position peaked at $289K in Q3 2024. 251 funds tracked by Wall St. Rank hold NULV as of Q4 2024.

  • Higgins & Schmidt Wealth Strategies reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 6,917 Nuveen ESG Large-Cap Value ETF shares in Q4 2024, an estimated $289K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and held it in 4 quarters.
  • Higgins & Schmidt Wealth Strategies's Nuveen ESG Large-Cap Value ETF position peaked at $289K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2024.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2024, filed 25 Mar 2025.