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Integrated Wealth Concepts’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Integrated Wealth Concepts’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 		$1.48M Buy
29,672
+6,793
+30% +$336K 0.01% 1110
2026
Q1 		$1.04M Buy
22,879
+6,169
+37% +$288K 0.01% 1088
2025
Q4 		$753K Sell
16,710
-5,416
-24% -$242K 0.01% 903
2025
Q3 		$970K Buy
22,126
+2,605
+13% +$111K 0.01% 999
2025
Q2 		$818K Buy
19,521
+2,433
+14% +$96.8K 0.01% 1030
2025
Q1 		$692K Buy
17,088
+102
+0.6% +$4.14K 0.01% 1000
2024
Q4 		$669K Buy
16,986
+6,160
+57% +$256K 0.01% 994
2024
Q3 		$452K Buy
10,826
+3,055
+39% +$121K 0.01% 1127
2024
Q2 		$294K Buy
7,771
+429
+6% +$16.2K ﹤0.01% 1330
2024
Q1 		$285K Buy
7,342
+91
+1% +$3.34K ﹤0.01% 1346
2023
Q4 		$260K Sell
7,251
-539
-7% -$18.4K ﹤0.01% 1330
2023
Q3 		$262K Hold
7,790
– – ﹤0.01% 1293
2023
Q2 		$270K Buy
7,790
+207
+3% +$7K ﹤0.01% 1277
2023
Q1 		$258K Buy
+7,583
New +$261K 0.01% 1126

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

Integrated Wealth Concepts's NULV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 30% in Q2 2026, buying an estimated $336K and bringing the position to 29,672 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #1110.

Integrated Wealth Concepts first reported a position in NULV in Q1 2023 and has held it in 14 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Integrated Wealth Concepts held 29,672 shares of Nuveen ESG Large-Cap Value ETF worth $1.48M as of Q2 2026.
  • Integrated Wealth Concepts bought 6,793 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $336K.
  • Nuveen ESG Large-Cap Value ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1110 holding.
  • Integrated Wealth Concepts first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.