Migdal Insurance & Financial Holdings’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Migdal Insurance & Financial Holdings’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
2025 Q4	–	Sell	-339	Closed	-$15K	–	375
2025 Q3	$15K	Hold	339	–	–	﹤0.01%	307
2025 Q2	$14K	Hold	339	–	–	﹤0.01%	313
2025 Q1	$14K	Hold	339	–	–	﹤0.01%	354
2024 Q4	$13K	Sell	339 -236	-41%	-$9.8K	﹤0.01%	303
2024 Q3	$24K	Hold	575	–	–	﹤0.01%	281
2024 Q2	$22K	Hold	575	–	–	﹤0.01%	355
2024 Q1	$22K	Hold	575	–	–	﹤0.01%	295
2023 Q4	$21K	Hold	575	–	–	﹤0.01%	386
2023 Q3	$19K	Hold	575	–	–	﹤0.01%	378
2023 Q2	$20K	Hold	575	–	–	﹤0.01%	376
2023 Q1	$20K	Hold	575	–	–	﹤0.01%	417
2022 Q4	$20K	Hold	575	–	–	﹤0.01%	400
2022 Q3	$18K	Hold	575	–	–	﹤0.01%	409
2022 Q2	$19K	Hold	575	–	–	﹤0.01%	476
2022 Q1	$22K	Hold	575	–	–	﹤0.01%	507
2021 Q4	$22K	Hold	575	–	–	﹤0.01%	551
2021 Q3	$22K	Hold	575	–	–	﹤0.01%	539
2021 Q2	$22K	Hold	575	–	–	﹤0.01%	511
2021 Q1	$21K	Hold	575	–	–	﹤0.01%	608
2020 Q4	$19K	Hold	575	–	–	﹤0.01%	597
2020 Q3	$17K	Hold	575	–	–	﹤0.01%	626
2020 Q2	$16K	Hold	575	–	–	﹤0.01%	621
2020 Q1	$14K	Hold	575	–	–	﹤0.01%	586
2019 Q4	$19K	Hold	575	–	–	﹤0.01%	679
2019 Q3	$18K	Hold	575	–	–	﹤0.01%	660
2019 Q2	$17K	Hold	575	–	–	﹤0.01%	691
2019 Q1	$17K	Hold	575	–	–	﹤0.01%	650
2018 Q4	$15K	Hold	575	–	–	﹤0.01%	651
2018 Q3	$17K	Hold	575	–	–	﹤0.01%	751
2018 Q2	$16K	Hold	575	–	–	﹤0.01%	720
2018 Q1	$16K	Hold	575	–	–	﹤0.01%	549
2017 Q4	$16K	Hold	575	–	–	﹤0.01%	520
2017 Q3	$16K	Buy	+575	New	+$15.4K	﹤0.01%	519

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Migdal Insurance & Financial Holdings's NULV Position: Q4 2025 in Review

Migdal Insurance & Financial Holdings sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2025, closing a stake of 339 shares — an estimated $15K sold.

Migdal Insurance & Financial Holdings first reported a position in NULV in Q3 2017 and held it in 33 quarters. The position peaked at $24K in Q3 2024. 275 funds tracked by Wall St. Rank hold NULV as of Q4 2025.

Migdal Insurance & Financial Holdings reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 339 Nuveen ESG Large-Cap Value ETF shares in Q4 2025, an estimated $15K.
Migdal Insurance & Financial Holdings first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2017 and held it in 33 quarters.
Migdal Insurance & Financial Holdings's Nuveen ESG Large-Cap Value ETF position peaked at $24K in Q3 2024.
275 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2025.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2025, filed 28 Jan 2026.