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

Institute for 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 		$234K Buy
+4,686
New +$232K 0.02% 479
2026
Q1 		– Sell
-6,047
Closed -$272K – 566
2025
Q4 		$272K Sell
6,047
-3,720
-38% -$166K 0.03% 459
2025
Q3 		$428K Buy
9,767
+1,055
+12% +$45K 0.04% 362
2025
Q2 		$365K Buy
8,712
+1,891
+28% +$75.3K 0.04% 385
2025
Q1 		$276K Buy
+6,821
New +$277K 0.04% 433
2024
Q4 		– Sell
-5,426
Closed -$226K – 549
2024
Q3 		$226K Hold
5,426
– – 0.03% 486
2024
Q2 		$205K Sell
5,426
-7,159
-57% -$270K 0.03% 472
2024
Q1 		$489K Sell
12,585
-669
-5% -$24.6K 0.06% 297
2023
Q4 		$476K Sell
13,254
-4,012
-23% -$137K 0.08% 281
2023
Q3 		$580K Sell
17,266
-562
-3% -$19.6K 0.1% 233
2023
Q2 		$618K Sell
17,828
-1,312
-7% -$44.4K 0.1% 227
2023
Q1 		$652K Buy
19,140
+74
+0.4% +$2.55K 0.12% 209
2022
Q4 		$653K Hold
19,066
– – 0.14% 204
2022
Q3 		$589K Sell
19,066
-355
-2% -$12.1K 0.13% 204
2022
Q2 		$648K Hold
19,421
– – 0.13% 200
2022
Q1 		$739K Buy
19,421
+4,665
+32% +$175K 0.12% 213
2021
Q4 		$574K Buy
14,756
+5,175
+54% +$202K 0.09% 260
2021
Q3 		$359K Buy
+9,581
New +$367K 0.06% 337

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Institute for Wealth Management's NULV Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 4,686 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #479 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NULV as recently as Q4 2025.

Institute for Wealth Management first reported a position in NULV in Q3 2021 and has held it in 18 quarters since. The position peaked at $739K in Q1 2022. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Institute for Wealth Management held 4,686 shares of Nuveen ESG Large-Cap Value ETF worth $234K as of Q2 2026.
  • Nuveen ESG Large-Cap Value ETF was a new Institute for Wealth Management position in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #479 holding.
  • Institute for Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and has held it in 18 quarters since.
  • Institute for Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $739K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.