ICA Group Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

ICA Group Wealth Management’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 Q2	–	Sell	-1,564	Closed	-$60.8K	–	1128
2024 Q1	$60.8K	Buy	1,564 +24	+2%	+$881	0.01%	507
2023 Q4	$55.3K	Buy	+1,540	New	+$52.6K	0.01%	490
2023 Q3	–	Sell	-1,698	Closed	-$58.8K	–	863
2023 Q2	$58.8K	Buy	+1,698	New	+$57.5K	0.01%	462
2023 Q1	–	Sell	-414	Closed	-$14.2K	–	1341
2022 Q4	$14.2K	Buy	+414	New	+$14.1K	﹤0.01%	758

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

ICA Group Wealth Management's NULV Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2024, closing a stake of 1,564 shares — an estimated $60.8K sold.

ICA Group Wealth Management first reported a position in NULV in Q4 2022 and held it in 4 quarters. The position peaked at $60.8K in Q1 2024. 234 funds tracked by Wall St. Rank hold NULV as of Q2 2024.

ICA Group Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,564 Nuveen ESG Large-Cap Value ETF shares in Q2 2024, an estimated $60.8K.
ICA Group Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $60.8K in Q1 2024.
234 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.