Institute for Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
8,712
+1,891
| +28% | +$79.3K | 0.04% | 384 |
|
|
2025
Q1 | $276K | Buy |
+6,821
| New | +$276K | 0.04% | 432 |
|
|
2024
Q4 | – | Sell |
-5,426
| Closed | -$226K | – | 547 |
|
|
2024
Q3 | $226K | Hold |
5,426
| – | – | 0.03% | 486 |
|
|
2024
Q2 | $205K | Sell |
5,426
-7,159
| -57% | -$271K | 0.03% | 472 |
|
|
2024
Q1 | $489K | Sell |
12,585
-669
| -5% | -$26K | 0.06% | 293 |
|
|
2023
Q4 | $476K | Sell |
13,254
-4,012
| -23% | -$144K | 0.08% | 278 |
|
|
2023
Q3 | $580K | Sell |
17,266
-562
| -3% | -$18.9K | 0.1% | 228 |
|
|
2023
Q2 | $618K | Sell |
17,828
-1,312
| -7% | -$45.5K | 0.1% | 221 |
|
|
2023
Q1 | $652K | Buy |
19,140
+74
| +0.4% | +$2.52K | 0.12% | 204 |
|
|
2022
Q4 | $653K | Hold |
19,066
| – | – | 0.14% | 198 |
|
|
2022
Q3 | $589K | Sell |
19,066
-355
| -2% | -$11K | 0.13% | 204 |
|
|
2022
Q2 | $648K | Hold |
19,421
| – | – | 0.13% | 198 |
|
|
2022
Q1 | $739K | Buy |
19,421
+4,665
| +32% | +$178K | 0.12% | 210 |
|
|
2021
Q4 | $574K | Buy |
14,756
+5,175
| +54% | +$201K | 0.09% | 260 |
|
|
2021
Q3 | $359K | Buy |
+9,581
| New | +$359K | 0.06% | 335 |
|