Millstone Evans Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Millstone Evans 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	$72.7K	Hold	1,454	–	–	0.04%	275
2026 Q1	$66.2K	Sell	1,454 -609	-30%	-$28.4K	0.04%	288
2025 Q4	$92.9K	Buy	2,063 +609	+42%	+$27.2K	0.05%	242
2025 Q3	$63.7K	Hold	1,454	–	–	0.04%	277
2025 Q2	$60.9K	Hold	1,454	–	–	0.04%	268
2025 Q1	$58.9K	Hold	1,454	–	–	0.04%	268
2024 Q4	$57.2K	Buy	+1,454	New	+$60.4K	0.04%	265

Other funds holding NULV

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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Millstone Evans Group's NULV Position: Q2 2026 in Review

Millstone Evans Group held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 1,454 shares worth $72.7K. The position accounts for 0.04% of the portfolio, ranked #275.

Millstone Evans Group first reported a position in NULV in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.9K in Q4 2025. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Millstone Evans Group held 1,454 shares of Nuveen ESG Large-Cap Value ETF worth $72.7K as of Q2 2026.
Millstone Evans Group left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #275 holding.
Millstone Evans Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Millstone Evans Group's Nuveen ESG Large-Cap Value ETF position peaked at $92.9K in Q4 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.