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

McCartney 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 		$345K Sell
6,897
-7
-0.1% -$346 0.26% 53
2026
Q1 		$314K Hold
6,904
– – 0.26% 49
2025
Q4 		$311K Buy
+6,904
New +$308K 0.27% 49

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

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

McCartney Wealth Management reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.1% in Q2 2026, selling an estimated $346 and leaving 6,897 shares worth $345K. The position accounts for 0.26% of the portfolio, ranked #53.

McCartney Wealth Management first reported a position in NULV in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • McCartney Wealth Management held 6,897 shares of Nuveen ESG Large-Cap Value ETF worth $345K as of Q2 2026.
  • McCartney Wealth Management sold 7 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $346.
  • Nuveen ESG Large-Cap Value ETF made up 0.26% of McCartney Wealth Management's portfolio in Q2 2026, its #53 holding.
  • McCartney Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on McCartney Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.