LifePlan Financial Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

LifePlan Financial Group’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
2020 Q3	$34K	Hold	1,182	–	–	0.01%	280
2020 Q2	$33K	Hold	1,182	–	–	0.02%	277
2020 Q1	$29K	Hold	1,182	–	–	0.02%	279
2019 Q4	$39K	Hold	1,182	–	–	0.02%	275
2019 Q3	$37K	Hold	1,182	–	–	0.02%	278
2019 Q2	$36K	Hold	1,182	–	–	0.02%	281
2019 Q1	$35K	Hold	1,182	–	–	0.02%	283
2018 Q4	$31K	Buy	+1,182	New	+$34K	0.02%	286

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifePlan Financial Group's NULV Position: Q3 2020 in Review

LifePlan Financial Group held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q3 2020 at 1,182 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #280.

LifePlan Financial Group first reported a position in NULV in Q4 2018 and has held it in 8 quarters since. The position peaked at $39K in Q4 2019. 64 funds tracked by Wall St. Rank hold NULV as of Q3 2020.

LifePlan Financial Group held 1,182 shares of Nuveen ESG Large-Cap Value ETF worth $34K as of Q3 2020.
LifePlan Financial Group left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q3 2020.
Nuveen ESG Large-Cap Value ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #280 holding.
LifePlan Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2018 and has held it in 8 quarters since.
LifePlan Financial Group's Nuveen ESG Large-Cap Value ETF position peaked at $39K in Q4 2019.
64 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.