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

Milestone Investment 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
2026
Q2 		$941K Sell
18,830
-1,078
-5% -$53.3K 0.2% 54
2026
Q1 		$906K Buy
19,908
+7,774
+64% +$363K 0.22% 51
2025
Q4 		$547K Buy
12,134
+167
+1% +$7.46K 0.13% 60
2025
Q3 		$524K Buy
11,967
+9,217
+335% +$393K 0.13% 59
2025
Q2 		$115K Buy
2,750
+396
+17% +$15.8K 0.03% 91
2025
Q1 		$95.3K Buy
2,354
+294
+14% +$11.9K 0.03% 94
2024
Q4 		$81.1K Hold
2,060
– – 0.02% 99
2024
Q3 		$85.9K Hold
2,060
– – 0.02% 96
2024
Q2 		$77.8K Buy
2,060
+2,002
+3,452% +$75.6K 0.02% 96
2024
Q1 		$2.25K Sell
58
-504
-90% -$18.5K ﹤0.01% 127
2023
Q4 		$20.2K Buy
562
+12
+2% +$410 0.01% 103
2023
Q3 		$18.5K Sell
550
-2,853
-84% -$99.7K 0.01% 259
2023
Q2 		$118K Hold
3,403
– – 0.04% 75
2023
Q1 		$116K Sell
3,403
-2,853
-46% -$98.3K 0.04% 136
2022
Q4 		$214K Buy
+6,256
New +$214K 0.08% 63

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

Milestone Investment Advisors's NULV Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 5.4% in Q2 2026, selling an estimated $53.3K and leaving 18,830 shares worth $941K. The position accounts for 0.2% of the portfolio, ranked #54.

Milestone Investment Advisors first reported a position in NULV in Q4 2022 and has held it in 15 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Milestone Investment Advisors held 18,830 shares of Nuveen ESG Large-Cap Value ETF worth $941K as of Q2 2026.
  • Milestone Investment Advisors sold 1,078 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $53.3K.
  • Nuveen ESG Large-Cap Value ETF made up 0.2% of Milestone Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Milestone Investment Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.