MWM
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Mission Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Mission Wealth Management’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 		$12.3M Buy
245,765
+28,988
+13% +$1.43M 0.15% 93
2026
Q1 		$9.86M Sell
216,777
-4,585
-2% -$214K 0.2% 70
2025
Q4 		$9.97M Buy
221,362
+9,254
+4% +$413K 0.2% 69
2025
Q3 		$9.3M Buy
212,108
+1,407
+0.7% +$60K 0.18% 71
2025
Q2 		$8.83M Buy
210,701
+4,885
+2% +$194K 0.19% 72
2025
Q1 		$8.33M Buy
205,816
+17,096
+9% +$693K 0.2% 69
2024
Q4 		$7.43M Buy
188,720
+1,263
+0.7% +$52.4K 0.17% 77
2024
Q3 		$7.82M Buy
187,457
+7,724
+4% +$306K 0.19% 71
2024
Q2 		$6.79M Sell
179,733
-8,346
-4% -$315K 0.18% 73
2024
Q1 		$7.31M Buy
188,079
+2,218
+1% +$81.4K 0.19% 80
2023
Q4 		$6.67M Sell
185,861
-1,010
-0.5% -$34.5K 0.22% 65
2023
Q3 		$6.28M Buy
186,871
+1,376
+0.7% +$48.1K 0.23% 62
2023
Q2 		$6.43M Buy
185,495
+11,990
+7% +$406K 0.24% 59
2023
Q1 		$5.91M Buy
173,505
+43,019
+33% +$1.48M 0.25% 58
2022
Q4 		$4.47M Buy
130,486
+20,033
+18% +$684K 0.21% 61
2022
Q3 		$3.41M Buy
110,453
+19,166
+21% +$655K 0.18% 78
2022
Q2 		$3.05M Buy
91,287
+12,234
+15% +$439K 0.16% 80
2022
Q1 		$3.01M Buy
79,053
+23,696
+43% +$890K 0.14% 88
2021
Q4 		$2.15M Buy
55,357
+15,800
+40% +$616K 0.1% 107
2021
Q3 		$1.48M Buy
39,557
+1,919
+5% +$73.5K 0.08% 132
2021
Q2 		$1.42M Buy
37,638
+13,719
+57% +$517K 0.08% 131
2021
Q1 		$866K Buy
23,919
+3,646
+18% +$125K 0.05% 165
2020
Q4 		$668K Buy
+20,273
New +$635K 0.04% 188

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

Mission Wealth Management's NULV Position: Q2 2026 in Review

Mission Wealth Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 13% in Q2 2026, buying an estimated $1.43M and bringing the position to 245,765 shares worth $12.3M. The position accounts for 0.15% of the portfolio, ranked #93.

Mission Wealth Management first reported a position in NULV in Q4 2020 and has held it in 23 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Mission Wealth Management held 245,765 shares of Nuveen ESG Large-Cap Value ETF worth $12.3M as of Q2 2026.
  • Mission Wealth Management bought 28,988 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.43M.
  • Nuveen ESG Large-Cap Value ETF made up 0.15% of Mission Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Mission Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.