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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Maia Wealth's NULV Position: Q1 2026 in Review

Maia Wealth reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.15% in Q1 2026, selling an estimated $747 and leaving 10,654 shares worth $485K. The position accounts for 0.08% of the portfolio, ranked #220.

Maia Wealth first reported a position in NULV in Q4 2023 and has held it in 9 quarters since. The position peaked at $503K in Q4 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Maia Wealth held 10,654 shares of Nuveen ESG Large-Cap Value ETF worth $485K as of Q1 2026.
Maia Wealth sold 16 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $747.
Nuveen ESG Large-Cap Value ETF made up 0.08% of Maia Wealth's portfolio in Q1 2026, its #220 holding.
Maia Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $503K in Q4 2025.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.