KLI
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Kelman-Lazarov Inc’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Kelman-Lazarov Inc’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 		$332K Sell
6,637
-484
-7% -$23.9K 0.04% 118
2026
Q1 		$324K Hold
7,121
– – 0.05% 113
2025
Q4 		$321K Buy
7,121
+299
+4% +$13.4K 0.05% 112
2025
Q3 		$299K Hold
6,822
– – 0.04% 115
2025
Q2 		$286K Hold
6,822
– – 0.05% 102
2025
Q1 		$276K Hold
6,822
– – 0.05% 96
2024
Q4 		$269K Sell
6,822
-675
-9% -$28K 0.05% 90
2024
Q3 		$313K Hold
7,497
– – 0.05% 87
2024
Q2 		$283K Sell
7,497
-6,478
-46% -$245K 0.05% 90
2024
Q1 		$543K Buy
13,975
+201
+1% +$7.38K 0.11% 67
2023
Q4 		$495K Buy
13,774
+32
+0.2% +$1.09K 0.11% 67
2023
Q3 		$462K Sell
13,742
-710
-5% -$24.8K 0.11% 65
2023
Q2 		$501K Sell
14,452
-2
-0% -$68 0.12% 64
2023
Q1 		$492K Buy
14,454
+762
+6% +$26.3K 0.13% 61
2022
Q4 		$469K Sell
13,692
-2,672
-16% -$91.2K 0.13% 59
2022
Q3 		$505K Sell
16,364
-1,420
-8% -$48.5K 0.17% 50
2022
Q2 		$594K Buy
17,784
+1,496
+9% +$53.7K 0.2% 45
2022
Q1 		$619K Buy
16,288
+563
+4% +$21.2K 0.21% 42
2021
Q4 		$611K Buy
15,725
+32
+0.2% +$1.25K 0.2% 44
2021
Q3 		$588K Buy
15,693
+3,388
+28% +$130K 0.21% 46
2021
Q2 		$465K Sell
12,305
-1,763
-13% -$66.4K 0.16% 49
2021
Q1 		$509K Buy
14,068
+1,703
+14% +$58.4K 0.18% 46
2020
Q4 		$407K Buy
12,365
+149
+1% +$4.67K 0.16% 47
2020
Q3 		$355K Hold
12,216
– – 0.16% 51
2020
Q2 		$341K Buy
12,216
+38
+0.3% +$1.02K 0.16% 52
2020
Q1 		$297K Buy
12,178
+4,374
+56% +$131K 0.16% 57
2019
Q4 		$256K Buy
7,804
+38
+0.5% +$1.22K 0.12% 86
2019
Q3 		$243K Sell
7,766
-49
-0.6% -$1.49K 0.12% 86
2019
Q2 		$236K Buy
7,815
+338
+5% +$10K 0.12% 85
2019
Q1 		$219K Buy
+7,477
New +$212K 0.12% 87

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Kelman-Lazarov Inc's NULV Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 6.8% in Q2 2026, selling an estimated $23.9K and leaving 6,637 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #118.

Kelman-Lazarov Inc first reported a position in NULV in Q1 2019 and has held it in 30 quarters since. The position peaked at $619K in Q1 2022. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Kelman-Lazarov Inc held 6,637 shares of Nuveen ESG Large-Cap Value ETF worth $332K as of Q2 2026.
  • Kelman-Lazarov Inc sold 484 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $23.9K.
  • Nuveen ESG Large-Cap Value ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #118 holding.
  • Kelman-Lazarov Inc first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
  • Kelman-Lazarov Inc's Nuveen ESG Large-Cap Value ETF position peaked at $619K in Q1 2022.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.