Kimelman & Baird’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Kimelman & Baird’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
2025 Q3	–	Sell	-662	Closed	-$27.7K	–	333
2025 Q2	$27.7K	Hold	662	–	–	﹤0.01%	226
2025 Q1	$26.8K	Hold	662	–	–	﹤0.01%	226
2024 Q4	$26.1K	Hold	662	–	–	﹤0.01%	228
2024 Q3	$27.6K	Hold	662	–	–	﹤0.01%	228
2024 Q2	$25K	Buy	+662	New	+$25K	﹤0.01%	232

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kimelman & Baird's NULV Position: Q3 2025 in Review

Kimelman & Baird sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2025, closing a stake of 662 shares — an estimated $27.7K sold.

Kimelman & Baird first reported a position in NULV in Q2 2024 and held it in 5 quarters. The position peaked at $27.7K in Q2 2025. 256 funds tracked by Wall St. Rank hold NULV as of Q3 2025.

Kimelman & Baird reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Kimelman & Baird sold 662 Nuveen ESG Large-Cap Value ETF shares in Q3 2025, an estimated $27.7K.
Kimelman & Baird first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2024 and held it in 5 quarters.
Kimelman & Baird's Nuveen ESG Large-Cap Value ETF position peaked at $27.7K in Q2 2025.
256 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2025.

Based on Kimelman & Baird's 13F filing for Q3 2025, filed 25 Nov 2025.