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

Mascoma Wealth 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 		$2.25M Buy
45,055
+2,815
+7% +$139K 0.42% 30
2026
Q1 		$1.92M Buy
42,240
+34
+0.1% +$1.59K 0.4% 31
2025
Q4 		$1.9M Buy
42,206
+229
+0.5% +$10.2K 0.41% 29
2025
Q3 		$1.84M Sell
41,977
-4,900
-10% -$209K 0.41% 30
2025
Q2 		$1.96M Sell
46,877
-11,787
-20% -$469K 0.46% 29
2025
Q1 		$2.38M Sell
58,664
-13,926
-19% -$565K 0.59% 26
2024
Q4 		$2.86M Sell
72,590
-1,705
-2% -$70.8K 0.72% 20
2024
Q3 		$3.1M Buy
74,295
+7,355
+11% +$291K 0.77% 20
2024
Q2 		$2.53M Buy
66,940
+4,437
+7% +$168K 0.67% 21
2024
Q1 		$2.43M Buy
62,503
+10,652
+21% +$391K 0.69% 19
2023
Q4 		$1.86M Buy
51,851
+2,213
+4% +$75.6K 0.56% 26
2023
Q3 		$1.67M Sell
49,638
-1,087
-2% -$38K 0.52% 30
2023
Q2 		$1.8M Sell
50,725
-4,247
-8% -$144K 0.55% 29
2023
Q1 		$1.89M Buy
54,972
+4,639
+9% +$160K 0.55% 34
2022
Q4 		$1.72M Buy
50,333
+3,463
+7% +$118K 0.55% 37
2022
Q3 		$1.45M Buy
46,870
+4,882
+12% +$167K 0.5% 38
2022
Q2 		$1.4M Buy
41,988
+28,129
+203% +$1.01M 0.48% 40
2022
Q1 		$527K Buy
+13,859
New +$521K 0.17% 70

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

Mascoma Wealth Management's NULV Position: Q2 2026 in Review

Mascoma Wealth Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 6.7% in Q2 2026, buying an estimated $139K and bringing the position to 45,055 shares worth $2.25M. The position accounts for 0.42% of the portfolio, ranked #30.

Mascoma Wealth Management first reported a position in NULV in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.1M in Q3 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Mascoma Wealth Management held 45,055 shares of Nuveen ESG Large-Cap Value ETF worth $2.25M as of Q2 2026.
  • Mascoma Wealth Management bought 2,815 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $139K.
  • Nuveen ESG Large-Cap Value ETF made up 0.42% of Mascoma Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Mascoma Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • Mascoma Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $3.1M in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.