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

Modera 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	$390K	Hold	7,799	–	–	﹤0.01%	496
2026 Q1	$355K	Sell	7,799 -370	-5%	-$17.3K	﹤0.01%	504
2025 Q4	$368K	Sell	8,169 -531	-6%	-$23.7K	﹤0.01%	510
2025 Q3	$381K	Hold	8,700	–	–	﹤0.01%	498
2025 Q2	$365K	Sell	8,700 -770	-8%	-$30.6K	﹤0.01%	500
2025 Q1	$383K	Sell	9,470 -2,440	-20%	-$98.9K	0.01%	474
2024 Q4	$469K	Sell	11,910 -1,216	-9%	-$50.5K	0.01%	455
2024 Q3	$548K	Sell	13,126 -1,709	-12%	-$67.7K	0.01%	395
2024 Q2	$561K	Sell	14,835 -431	-3%	-$16.3K	0.01%	378
2024 Q1	$593K	Buy	15,266 +1,233	+9%	+$45.3K	0.01%	369
2023 Q4	$504K	Sell	14,033 -1,272	-8%	-$43.5K	0.01%	376
2023 Q3	$514K	Buy	15,305 +635	+4%	+$22.2K	0.01%	357
2023 Q2	$508K	Buy	+14,670	New	+$496K	0.01%	378

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

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

Modera Wealth Management held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 7,799 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Modera Wealth Management first reported a position in NULV in Q2 2023 and has held it in 13 quarters since. The position peaked at $593K in Q1 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Modera Wealth Management held 7,799 shares of Nuveen ESG Large-Cap Value ETF worth $390K as of Q2 2026.
Modera Wealth Management left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #496 holding.
Modera Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $593K in Q1 2024.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.