Maia Wealth
NULV icon

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

Maia Wealth’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
Q3 		$528K Sell
10,026
-353
-3% -$18.6K 0.07% 209
2026
Q2 		$519K Sell
10,379
-275
-3% -$13.6K 0.08% 214
2026
Q1 		$485K Sell
10,654
-16
-0.1% -$747 0.08% 220
2025
Q4 		$503K Buy
10,670
+28
+0.3% +$1.25K 0.09% 216
2025
Q3 		$476K Sell
10,642
-614
-5% -$26.2K 0.08% 216
2025
Q2 		$472K Buy
11,256
+16
+0.1% +$637 0.09% 201
2025
Q1 		$432K Sell
11,240
-515
-4% -$20.9K 0.1% 182
2024
Q4 		$486K Buy
11,755
+1,840
+19% +$76.4K 0.1% 172
2024
Q3 		$412K Sell
9,915
-339
-3% -$13.4K 0.1% 161
2024
Q2 		$399K Buy
+10,254
New +$387K 0.12% 135
2023
Q4 		$374K Buy
+10,403
New +$355K 0.15% 131

Other funds holding NULV

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Maia Wealth's NULV Position: Q3 2026 in Review

Maia Wealth reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.4% in Q3 2026, selling an estimated $18.6K and leaving 10,026 shares worth $528K. The position accounts for 0.07% of the portfolio, ranked #209.

Maia Wealth first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. 234 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

  • Maia Wealth held 10,026 shares of Nuveen ESG Large-Cap Value ETF worth $528K as of Q3 2026.
  • Maia Wealth sold 353 Nuveen ESG Large-Cap Value ETF shares in Q3 2026, an estimated $18.6K.
  • Nuveen ESG Large-Cap Value ETF made up 0.07% of Maia Wealth's portfolio in Q3 2026, its #209 holding.
  • Maia Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 234 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.