Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$464K Sell
11,064
-121
-1% -$5.07K 0.06% 78
2025
Q1
$453K Sell
11,185
-48
-0.4% -$1.94K 0.07% 77
2024
Q4
$442K Sell
11,233
-405
-3% -$15.9K 0.07% 76
2024
Q3
$486K Buy
11,638
+187
+2% +$7.8K 0.09% 51
2024
Q2
$433K Sell
11,451
-1,263
-10% -$47.7K 0.09% 72
2024
Q1
$494K Buy
+12,714
New +$494K 0.1% 66
2023
Q4
Sell
-13,052
Closed -$438K 353
2023
Q3
$438K Buy
13,052
+761
+6% +$25.6K 0.1% 66
2023
Q2
$426K Sell
12,291
-156
-1% -$5.41K 0.11% 44
2023
Q1
$424K Buy
12,447
+319
+3% +$10.9K 0.12% 42
2022
Q4
$415K Buy
+12,128
New +$415K 0.12% 41