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

Modern 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	$964K	Buy	19,293 +2,239	+13%	+$111K	0.01%	531
2026 Q1	$782K	Sell	17,054 -3,936	-19%	-$184K	0.01%	476
2025 Q4	$946K	Buy	20,990 +562	+3%	+$25.1K	0.02%	412
2025 Q3	$895K	Hold	20,428	–	–	0.02%	411
2025 Q2	$856K	Buy	+20,428	New	+$813K	0.02%	390

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

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

Modern Wealth Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 13% in Q2 2026, buying an estimated $111K and bringing the position to 19,293 shares worth $964K. The position accounts for 0.01% of the portfolio, ranked #531.

Modern Wealth Management first reported a position in NULV in Q2 2025 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Modern Wealth Management held 19,293 shares of Nuveen ESG Large-Cap Value ETF worth $964K as of Q2 2026.
Modern Wealth Management bought 2,239 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $111K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #531 holding.
Modern Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.