Legacy Edge Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Legacy Edge Advisors’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	$3.45M	Sell	68,930 -2,511	-4%	-$124K	0.32%	50
2026 Q1	$3.25M	Buy	71,441 +3,350	+5%	+$156K	0.34%	49
2025 Q4	$3.07M	Sell	68,091 -123	-0.2%	-$5.5K	0.34%	46
2025 Q3	$2.99M	Buy	68,214 +5,513	+9%	+$235K	0.35%	44
2025 Q2	$2.63M	Buy	62,701 +4,130	+7%	+$164K	0.35%	42
2025 Q1	$2.37M	Buy	58,571 +10,643	+22%	+$432K	0.37%	41
2024 Q4	$1.88M	Buy	47,928 +4,835	+11%	+$201K	0.3%	43
2024 Q3	$1.8M	Sell	43,093 -63	-0.1%	-$2.5K	0.29%	47
2024 Q2	$1.63M	Sell	43,156 -988	-2%	-$37.3K	0.3%	46
2024 Q1	$1.72M	Buy	44,144 +1,946	+5%	+$71.4K	0.36%	44
2023 Q4	$1.52M	Buy	+42,198	New	+$1.44M	0.35%	52

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 22.9% 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

Legacy Edge Advisors's NULV Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.5% in Q2 2026, selling an estimated $124K and leaving 68,930 shares worth $3.45M. The position accounts for 0.32% of the portfolio, ranked #50.

Legacy Edge Advisors first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Legacy Edge Advisors held 68,930 shares of Nuveen ESG Large-Cap Value ETF worth $3.45M as of Q2 2026.
Legacy Edge Advisors sold 2,511 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $124K.
Nuveen ESG Large-Cap Value ETF made up 0.32% of Legacy Edge Advisors's portfolio in Q2 2026, its #50 holding.
Legacy Edge Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.