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

IHT 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
2026 Q2	–	Sell	-4,715	Closed	-$215K	–	1324
2026 Q1	$215K	Buy	+4,715	New	+$220K	0.01%	1165

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

IHT Wealth Management's NULV Position: Q2 2026 in Review

IHT Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 4,715 shares — an estimated $215K sold.

IHT Wealth Management first reported a position in NULV in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

IHT Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 4,715 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $215K.
IHT Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2026 and held it in 1 quarter.
IHT Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $215K in Q1 2026.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.