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McAdam LLC’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

McAdam LLC’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 		$1.03M Buy
20,622
+2,707
+15% +$134K 0.04% 168
2026
Q1 		$815K Buy
17,915
+299
+2% +$14K 0.04% 185
2025
Q4 		$794K Buy
17,616
+284
+2% +$12.7K 0.04% 178
2025
Q3 		$760K Buy
17,332
+137
+0.8% +$5.84K 0.04% 170
2025
Q2 		$721K Buy
17,195
+945
+6% +$37.6K 0.04% 163
2025
Q1 		$658K Buy
16,250
+2,224
+16% +$90.2K 0.04% 156
2024
Q4 		$552K Buy
14,026
+4,012
+40% +$167K 0.03% 189
2024
Q3 		$418K Buy
10,014
+1,003
+11% +$39.7K 0.02% 210
2024
Q2 		$341K Buy
9,011
+530
+6% +$20K 0.02% 218
2024
Q1 		$330K Buy
8,481
+1,094
+15% +$40.2K 0.02% 212
2023
Q4 		$265K Buy
+7,387
New +$252K 0.02% 225

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

McAdam LLC's NULV Position: Q2 2026 in Review

McAdam LLC increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 15% in Q2 2026, buying an estimated $134K and bringing the position to 20,622 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #168.

McAdam LLC first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • McAdam LLC held 20,622 shares of Nuveen ESG Large-Cap Value ETF worth $1.03M as of Q2 2026.
  • McAdam LLC bought 2,707 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $134K.
  • Nuveen ESG Large-Cap Value ETF made up 0.04% of McAdam LLC's portfolio in Q2 2026, its #168 holding.
  • McAdam LLC first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.