IAIM
NULV icon

International Assets Investment Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-37,548
Closed -$900 – 1501
2024
Q3 		$900 Buy
37,548
+36,648
+4,072% +$1.45M ﹤0.01% 1167
2024
Q2 		$34K Buy
+900
New +$34K ﹤0.01% 1310

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

International Assets Investment Management's NULV Position: Q4 2024 in Review

International Assets Investment Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2024, closing a stake of 37,548 shares — an estimated $900 sold.

International Assets Investment Management first reported a position in NULV in Q2 2024 and held it in 2 quarters. The position peaked at $34K in Q2 2024. 249 funds tracked by Wall St. Rank hold NULV as of Q4 2024.

  • International Assets Investment Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 37,548 Nuveen ESG Large-Cap Value ETF shares in Q4 2024, an estimated $900.
  • International Assets Investment Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's Nuveen ESG Large-Cap Value ETF position peaked at $34K in Q2 2024.
  • 249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.