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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
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

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Maia Wealth's NULV Position: Q2 2026 in Review

Maia Wealth reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 2.6% in Q2 2026, selling an estimated $13.6K and leaving 10,379 shares worth $519K. The position accounts for 0.08% of the portfolio, ranked #214.

Maia Wealth first reported a position in NULV in Q4 2023 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Maia Wealth held 10,379 shares of Nuveen ESG Large-Cap Value ETF worth $519K as of Q2 2026.
  • Maia Wealth sold 275 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $13.6K.
  • Nuveen ESG Large-Cap Value ETF made up 0.08% of Maia Wealth's portfolio in Q2 2026, its #214 holding.
  • Maia Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.