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

Legacy Financial Group (Iowa)’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	–	Sell	-7,248	Closed	-$330K	–	137
2026 Q1	$330K	Sell	7,248 -505	-7%	-$23.6K	0.04%	95
2025 Q4	$367K	Sell	7,753 -2,519	-25%	-$113K	0.05%	92
2025 Q3	$450K	Sell	10,272 -792	-7%	-$33.8K	0.06%	85
2025 Q2	$464K	Sell	11,064 -121	-1%	-$4.82K	0.06%	78
2025 Q1	$453K	Sell	11,185 -48	-0.4%	-$1.95K	0.07%	77
2024 Q4	$442K	Sell	11,233 -405	-3%	-$16.8K	0.07%	76
2024 Q3	$486K	Buy	11,638 +187	+2%	+$7.41K	0.09%	51
2024 Q2	$433K	Sell	11,451 -1,263	-10%	-$47.7K	0.09%	72
2024 Q1	$494K	Buy	+12,714	New	+$467K	0.1%	66
2023 Q4	–	Sell	-13,052	Closed	-$438K	–	353
2023 Q3	$438K	Buy	13,052 +761	+6%	+$26.6K	0.1%	66
2023 Q2	$426K	Sell	12,291 -156	-1%	-$5.28K	0.11%	44
2023 Q1	$424K	Buy	12,447 +319	+3%	+$11K	0.12%	42
2022 Q4	$415K	Buy	+12,128	New	+$414K	0.12%	41

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 Group (Iowa)'s NULV Position: Q2 2026 in Review

Legacy Financial Group (Iowa) sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 7,248 shares — an estimated $330K sold.

Legacy Financial Group (Iowa) first reported a position in NULV in Q4 2022 and held it in 13 quarters. The position peaked at $494K in Q1 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Legacy Financial Group (Iowa) reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 7,248 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $330K.
Legacy Financial Group (Iowa) first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 13 quarters.
Legacy Financial Group (Iowa)'s Nuveen ESG Large-Cap Value ETF position peaked at $494K in Q1 2024.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.