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Jaffetilchin Investment Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Jaffetilchin Investment Partners’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
-1,263
Closed -$52.7K – 965
2024
Q3 		$52.7K Buy
+1,263
New +$50K ﹤0.01% 575

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

Jaffetilchin Investment Partners's NULV Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2024, closing a stake of 1,263 shares — an estimated $52.7K sold.

Jaffetilchin Investment Partners first reported a position in NULV in Q3 2024 and held it in 1 quarter. The position peaked at $52.7K in Q3 2024. 249 funds tracked by Wall St. Rank hold NULV as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,263 Nuveen ESG Large-Cap Value ETF shares in Q4 2024, an estimated $52.7K.
  • Jaffetilchin Investment Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Nuveen ESG Large-Cap Value ETF position peaked at $52.7K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.