MWA
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MFA Wealth Advisors’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

MFA Wealth Advisors’s Portfolio NULC Stock Details NULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,000
Closed -$401K – 65
2021
Q2 		$401K Hold
10,000
– – 0.18% 50
2021
Q1 		$374K Hold
10,000
– – 0.18% 48
2020
Q4 		$349K Buy
+10,000
New +$338K 0.31% 34

Other funds holding NULC

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

MFA Wealth Advisors's NULC Position: Q3 2021 in Review

MFA Wealth Advisors sold out of Nuveen ESG Large-Cap ETF (NULC) in Q3 2021, closing a stake of 10,000 shares — an estimated $401K sold.

MFA Wealth Advisors first reported a position in NULC in Q4 2020 and held it in 3 quarters. The position peaked at $401K in Q2 2021. 10 funds tracked by Wall St. Rank hold NULC as of Q3 2021.

  • MFA Wealth Advisors reported no remaining Nuveen ESG Large-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • MFA Wealth Advisors sold 10,000 Nuveen ESG Large-Cap ETF shares in Q3 2021, an estimated $401K.
  • MFA Wealth Advisors first reported a position in Nuveen ESG Large-Cap ETF in Q4 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's Nuveen ESG Large-Cap ETF position peaked at $401K in Q2 2021.
  • 10 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q3 2021.

Based on MFA Wealth Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.