MFA
NULV icon

McClarren Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

McClarren Financial Advisors’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
2023
Q4 		– Sell
-4,559
Closed -$153K – 407
2023
Q3 		$153K Hold
4,559
– – 0.13% 78
2023
Q2 		$157K Hold
4,559
– – 0.13% 79
2023
Q1 		$155K Hold
4,559
– – 0.14% 79
2022
Q4 		$156K Buy
+4,559
New +$156K 0.15% 78

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

McClarren Financial Advisors's NULV Position: Q4 2023 in Review

McClarren Financial Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2023, closing a stake of 4,559 shares — an estimated $153K sold.

McClarren Financial Advisors first reported a position in NULV in Q4 2022 and held it in 4 quarters. The position peaked at $157K in Q2 2023. 220 funds tracked by Wall St. Rank hold NULV as of Q4 2023.

  • McClarren Financial Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 4,559 Nuveen ESG Large-Cap Value ETF shares in Q4 2023, an estimated $153K.
  • McClarren Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 4 quarters.
  • McClarren Financial Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $157K in Q2 2023.
  • 220 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2023.

Based on McClarren Financial Advisors's 13F filing for Q4 2023, filed 2 Feb 2024.