IWA
Invera Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.86M | Sell |
95,330
-182
| -0.2% | -$7.37K | 4.54% | 9 |
|
|
2024
Q4 | $3.91M | Sell |
95,512
-1,145
| -1% | -$46.9K | 3.87% | 12 |
|
|
2024
Q3 | $4.07M | Sell |
96,657
-19,020
| -16% | -$801K | 4.05% | 11 |
|
|
2024
Q2 | $4.45M | Buy |
115,677
+1,850
| +2% | +$71.1K | 4.56% | 9 |
|
|
2024
Q1 | $4.17M | Buy |
113,827
+2,120
| +2% | +$77.7K | 3.54% | 8 |
|
|
2023
Q4 | $4.01M | Buy |
+111,707
| New | +$4.01M | 2.51% | 10 |
|