Keener Financial Planning’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Keener Financial Planning’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	$289K	Buy	5,796 +853	+17%	+$42.2K	0.1%	50
2026 Q1	$224K	Sell	4,943 -21	-0.4%	-$980	0.09%	52
2025 Q4	$223K	Buy	4,964 +1,165	+31%	+$52K	0.1%	53
2025 Q3	$166K	Buy	3,799 +244	+7%	+$10.4K	0.08%	54
2025 Q2	$149K	Hold	3,555	–	–	0.07%	59
2025 Q1	$143K	Buy	3,555 +63	+2%	+$2.56K	0.09%	53
2024 Q4	$137K	Sell	3,492 -148	-4%	-$6.14K	0.08%	61
2024 Q3	$151K	Hold	3,640	–	–	0.1%	48
2024 Q2	$137K	Sell	3,640 -158	-4%	-$5.97K	0.09%	54
2024 Q1	$148K	Hold	3,798	–	–	0.1%	52
2023 Q4	$136K	Buy	+3,798	New	+$130K	0.11%	58

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

Keener Financial Planning's NULV Position: Q2 2026 in Review

Keener Financial Planning increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 17% in Q2 2026, buying an estimated $42.2K and bringing the position to 5,796 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #50.

Keener Financial Planning first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Keener Financial Planning held 5,796 shares of Nuveen ESG Large-Cap Value ETF worth $289K as of Q2 2026.
Keener Financial Planning bought 853 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $42.2K.
Nuveen ESG Large-Cap Value ETF made up 0.1% of Keener Financial Planning's portfolio in Q2 2026, its #50 holding.
Keener Financial Planning first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.