Milestone Investment Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$524K Buy
2025
Q2
$115K Buy
2025
Q1
$95.3K Buy
2024
Q4
$81.1K Hold
2024
Q3
$85.9K Hold
2024
Q2
$77.8K Buy
2024
Q1
$2.25K Sell
2023
Q4
$20.2K Buy
2023
Q3
$18.5K Sell
2023
Q2
$118K Hold
2023
Q1
$116K Sell
2022
Q4
$214K Buy