MIM
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Macroview Investment Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-22
Closed -$903 – 381
2024
Q3 		$903 Hold
22
– – ﹤0.01% 517
2024
Q2 		$818 Hold
22
– – ﹤0.01% 519
2024
Q1 		$841 Hold
22
– – ﹤0.01% 573
2023
Q4 		$778 Buy
22
+1
+5% +$34 ﹤0.01% 563
2023
Q3 		$709 Hold
21
– – ﹤0.01% 697
2023
Q2 		$732 Hold
21
– – ﹤0.01% 436
2023
Q1 		$719 Hold
21
– – ﹤0.01% 393
2022
Q4 		$722 Hold
21
– – ﹤0.01% 403
2022
Q3 		$1K Hold
21
– – ﹤0.01% 378
2022
Q2 		$1K Hold
21
– – ﹤0.01% 410
2022
Q1 		$1K Buy
21
+6
+40% +$225 ﹤0.01% 396
2021
Q4 		$1K Buy
15
+6
+67% +$234 ﹤0.01% 364
2021
Q3 		$0 Buy
+9
New +$345 ﹤0.01% 439

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return