Mather Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Mather Group’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	$182K	Hold	3,638	–	–	﹤0.01%	795
2026 Q1	$166K	Buy	+3,638	New	+$170K	﹤0.01%	774
2025 Q4	–	Sell	-3,638	Closed	-$159K	–	1310
2025 Q3	$159K	Buy	+3,638	New	+$155K	﹤0.01%	676
2025 Q2	–	Sell	-3,638	Closed	-$147K	–	1345
2025 Q1	$147K	Hold	3,638	–	–	﹤0.01%	668
2024 Q4	$143K	Hold	3,638	–	–	﹤0.01%	662
2024 Q3	$152K	Buy	3,638 +2,735	+303%	+$108K	﹤0.01%	647
2024 Q2	$35.1K	Buy	903 +873	+2,910%	+$33K	﹤0.01%	1098
2024 Q1	$1.08K	Buy	+30	New	+$1.1K	﹤0.01%	1616

Other funds holding NULV

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 New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Mather Group's NULV Position: Q2 2026 in Review

Mather Group held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 3,638 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Mather Group first reported a position in NULV in Q1 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Mather Group held 3,638 shares of Nuveen ESG Large-Cap Value ETF worth $182K as of Q2 2026.
Mather Group left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #795 holding.
Mather Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2024 and has held it in 8 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.