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

Legacy Financial 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	$612K	Sell	12,234 -242	-2%	-$12K	0.07%	211
2026 Q1	$568K	Sell	12,476 -1,447	-10%	-$67.5K	0.08%	208
2025 Q4	$627K	Sell	13,923 -297	-2%	-$13.3K	0.09%	192
2025 Q3	$623K	Hold	14,220	–	–	0.09%	203
2025 Q2	$596K	Buy	14,220 +340	+2%	+$13.5K	0.09%	178
2025 Q1	$562K	Buy	13,880 +164	+1%	+$6.65K	0.09%	177
2024 Q4	$540K	Hold	13,716	–	–	0.09%	183
2024 Q3	$572K	Buy	13,716 +2,127	+18%	+$84.2K	0.1%	179
2024 Q2	$438K	Buy	+11,589	New	+$438K	0.08%	192

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

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

Legacy Financial Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1.9% in Q2 2026, selling an estimated $12K and leaving 12,234 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #211.

Legacy Financial Advisors first reported a position in NULV in Q2 2024 and has held it in 9 quarters since. The position peaked at $627K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Legacy Financial Advisors held 12,234 shares of Nuveen ESG Large-Cap Value ETF worth $612K as of Q2 2026.
Legacy Financial Advisors sold 242 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $12K.
Nuveen ESG Large-Cap Value ETF made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #211 holding.
Legacy Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
Legacy Financial Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $627K in Q4 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.