Integrated Wealth Concepts’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
$818K Buy
19,521
+2,433
+14% +$102K 0.01% 1030
2025
Q1
$692K Buy
17,088
+102
+0.6% +$4.13K 0.01% 1000
2024
Q4
$669K Buy
16,986
+6,160
+57% +$243K 0.01% 994
2024
Q3
$452K Buy
10,826
+3,055
+39% +$127K 0.01% 1127
2024
Q2
$294K Buy
7,771
+429
+6% +$16.2K ﹤0.01% 1330
2024
Q1
$285K Buy
7,342
+91
+1% +$3.54K ﹤0.01% 1346
2023
Q4
$260K Sell
7,251
-539
-7% -$19.4K ﹤0.01% 1330
2023
Q3
$262K Hold
7,790
﹤0.01% 1293
2023
Q2
$270K Buy
7,790
+207
+3% +$7.17K ﹤0.01% 1277
2023
Q1
$258K Buy
+7,583
New +$258K 0.01% 1126