Investor's Fiduciary Advisor Network’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Investor's Fiduciary Advisor Network’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	–	Sell	-11,899	Closed	-$541K	–	264
2026 Q1	$541K	Sell	11,899 -1,460	-11%	-$68.1K	0.17%	150
2025 Q4	$601K	Buy	13,359 +772	+6%	+$34.5K	0.13%	154
2025 Q3	$551K	Sell	12,587 -145	-1%	-$6.19K	0.19%	126
2025 Q2	$533K	Buy	12,732 +809	+7%	+$32.2K	0.2%	125
2025 Q1	$482K	Hold	11,923	–	–	0.23%	107
2024 Q4	$469K	Buy	+11,923	New	+$495K	0.18%	133

Other funds holding NULV

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Investor's Fiduciary Advisor Network's NULV Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 11,899 shares — an estimated $541K sold.

Investor's Fiduciary Advisor Network first reported a position in NULV in Q4 2024 and held it in 6 quarters. The position peaked at $601K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Investor's Fiduciary Advisor Network reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 11,899 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $541K.
Investor's Fiduciary Advisor Network first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and held it in 6 quarters.
Investor's Fiduciary Advisor Network's Nuveen ESG Large-Cap Value ETF position peaked at $601K in Q4 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.