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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$428K Buy
2025
Q2
$365K Buy
2025
Q1
$276K Buy
2024
Q4
Sell
2024
Q3
$226K Hold
2024
Q2
$205K Sell
2024
Q1
$489K Sell
2023
Q4
$476K Sell
2023
Q3
$580K Sell
2023
Q2
$618K Sell
2023
Q1
$652K Buy
2022
Q4
$653K Hold
2022
Q3
$589K Sell
2022
Q2
$648K Hold
2022
Q1
$739K Buy
2021
Q4
$574K Buy
2021
Q3
$359K Buy