MFG
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Merit Financial Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Merit Financial 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 		$1.23M Sell
24,554
-1,963
-7% -$97K 0.01% 979
2026
Q1 		$1.21M Sell
26,517
-13,499
-34% -$630K 0.01% 896
2025
Q4 		$1.8M Buy
40,016
+2,714
+7% +$121K 0.01% 688
2025
Q3 		$1.63M Sell
37,302
-4,366
-10% -$186K 0.02% 646
2025
Q2 		$1.75M Sell
41,668
-3,825
-8% -$152K 0.02% 576
2025
Q1 		$1.84M Sell
45,493
-21,127
-32% -$857K 0.03% 446
2024
Q4 		$2.62M Buy
66,620
+3,276
+5% +$136K 0.05% 304
2024
Q3 		$2.64M Sell
63,344
-6,732
-10% -$267K 0.06% 242
2024
Q2 		$2.65M Buy
70,076
+2,254
+3% +$85.1K 0.06% 230
2024
Q1 		$2.54M Buy
67,822
+3,384
+5% +$124K 0.06% 233
2023
Q4 		$2.31M Buy
64,438
+24
+0% +$820 0.07% 180
2023
Q3 		$2.16M Buy
64,414
+1,707
+3% +$59.7K 0.07% 205
2023
Q2 		$2.17M Buy
62,707
+13,512
+27% +$457K 0.07% 211
2023
Q1 		$1.68M Buy
49,195
+3,886
+9% +$134K 0.06% 223
2022
Q4 		$1.55M Buy
45,309
+6,269
+16% +$214K 0.06% 228
2022
Q3 		$1.21M Buy
39,040
+1,896
+5% +$64.8K 0.05% 221
2022
Q2 		$1.24M Buy
37,144
+24,351
+190% +$874K 0.04% 229
2022
Q1 		$487K Buy
12,793
+6,861
+116% +$258K 0.03% 240
2021
Q4 		$231K Buy
+5,932
New +$231K 0.02% 249

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

Merit Financial Group's NULV Position: Q2 2026 in Review

Merit Financial Group reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 7.4% in Q2 2026, selling an estimated $97K and leaving 24,554 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #979.

Merit Financial Group first reported a position in NULV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.65M in Q2 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Merit Financial Group held 24,554 shares of Nuveen ESG Large-Cap Value ETF worth $1.23M as of Q2 2026.
  • Merit Financial Group sold 1,963 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $97K.
  • Nuveen ESG Large-Cap Value ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #979 holding.
  • Merit Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Merit Financial Group's Nuveen ESG Large-Cap Value ETF position peaked at $2.65M in Q2 2024.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.