Modera Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
8,700
-770
| -8% | -$32.3K | ﹤0.01% | 500 |
|
|
2025
Q1 | $383K | Sell |
9,470
-2,440
| -20% | -$98.8K | 0.01% | 474 |
|
|
2024
Q4 | $469K | Sell |
11,910
-1,216
| -9% | -$47.9K | 0.01% | 454 |
|
|
2024
Q3 | $548K | Sell |
13,126
-1,709
| -12% | -$71.3K | 0.01% | 394 |
|
|
2024
Q2 | $561K | Sell |
14,835
-431
| -3% | -$16.3K | 0.01% | 378 |
|
|
2024
Q1 | $593K | Buy |
15,266
+1,233
| +9% | +$47.9K | 0.01% | 369 |
|
|
2023
Q4 | $504K | Sell |
14,033
-1,272
| -8% | -$45.7K | 0.01% | 376 |
|
|
2023
Q3 | $514K | Buy |
15,305
+635
| +4% | +$21.3K | 0.01% | 357 |
|
|
2023
Q2 | $508K | Buy |
+14,670
| New | +$508K | 0.01% | 378 |
|