Lodestar Private Asset Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Lodestar Private Asset Management’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	$444K	Buy	8,881 +668	+8%	+$33K	0.04%	164
2026 Q1	$374K	Buy	8,213 +332	+4%	+$15.5K	0.04%	167
2025 Q4	$355K	Hold	7,881	–	–	0.04%	175
2025 Q3	$345K	Buy	+7,881	New	+$336K	0.04%	178

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

Lodestar Private Asset Management's NULV Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 8.1% in Q2 2026, buying an estimated $33K and bringing the position to 8,881 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #164.

Lodestar Private Asset Management first reported a position in NULV in Q3 2025 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Lodestar Private Asset Management held 8,881 shares of Nuveen ESG Large-Cap Value ETF worth $444K as of Q2 2026.
Lodestar Private Asset Management bought 668 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $33K.
Nuveen ESG Large-Cap Value ETF made up 0.04% of Lodestar Private Asset Management's portfolio in Q2 2026, its #164 holding.
Lodestar Private Asset Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.