Lifelong Wealth Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Lifelong Wealth 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	$293K	Sell	5,854 -524	-8%	-$25.9K	0.07%	86
2026 Q1	$290K	Hold	6,378	–	–	0.08%	77
2025 Q4	$287K	Hold	6,378	–	–	0.08%	73
2025 Q3	$280K	Hold	6,378	–	–	0.08%	69
2025 Q2	$267K	Hold	6,378	–	–	0.09%	68
2025 Q1	$258K	Sell	6,378 -564	-8%	-$22.9K	0.12%	57
2024 Q4	$273K	Buy	+6,942	New	+$288K	0.12%	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 22.96% 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

Lifelong Wealth Advisors's NULV Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 8.2% in Q2 2026, selling an estimated $25.9K and leaving 5,854 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #86.

Lifelong Wealth Advisors first reported a position in NULV in Q4 2024 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Lifelong Wealth Advisors held 5,854 shares of Nuveen ESG Large-Cap Value ETF worth $293K as of Q2 2026.
Lifelong Wealth Advisors sold 524 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $25.9K.
Nuveen ESG Large-Cap Value ETF made up 0.07% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #86 holding.
Lifelong Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.