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

MBE 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
2021
Q2 		– Sell
-17,513
Closed -$634K – 63
2021
Q1 		$634K Sell
17,513
-721
-4% -$24.7K 0.34% 30
2020
Q4 		$600K Buy
+18,234
New +$571K 0.41% 28
2020
Q2 		– Sell
-159
Closed -$3K – 365
2020
Q1 		$3K Buy
+159
New +$4.77K ﹤0.01% 427

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MBE Wealth Management's NULV Position: Q2 2021 in Review

MBE Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2021, closing a stake of 17,513 shares — an estimated $634K sold.

MBE Wealth Management first reported a position in NULV in Q1 2020 and held it in 3 quarters. The position peaked at $634K in Q1 2021. 115 funds tracked by Wall St. Rank hold NULV as of Q2 2021.

  • MBE Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • MBE Wealth Management sold 17,513 Nuveen ESG Large-Cap Value ETF shares in Q2 2021, an estimated $634K.
  • MBE Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2020 and held it in 3 quarters.
  • MBE Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $634K in Q1 2021.
  • 115 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2021.

Based on MBE Wealth Management's 13F filing for Q2 2021, filed 19 Jul 2021.