MD
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Money Design’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Money Design’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
2025
Q2 		$8.43M Sell
201,098
-10,599
-5% -$422K 0.39% 38
2025
Q1 		$8.57M Sell
211,697
-319,350
-60% -$13M 0.43% 39
2024
Q4 		$20.9M Buy
531,047
+755
+0.1% +$31.3K 1.07% 23
2024
Q3 		$22.1M Sell
530,292
-7,461
-1% -$295K 1.1% 23
2024
Q2 		$20.3M Buy
537,753
+39,168
+8% +$1.48M 1.1% 23
2024
Q1 		$19.4M Sell
498,585
-4,503
-0.9% -$165K 1.05% 24
2023
Q4 		$18.1M Buy
503,088
+1,285
+0.3% +$43.9K 1.02% 27
2023
Q3 		$16.9M Buy
501,803
+21,662
+5% +$757K 1.02% 30
2023
Q2 		$16.6M Buy
480,141
+743
+0.2% +$25.1K 0.98% 31
2023
Q1 		$16.3M Buy
479,398
+168,301
+54% +$5.8M 0.96% 33
2022
Q4 		$10.7M Buy
311,097
+11,398
+4% +$389K 0.67% 53
2022
Q3 		$9.25M Sell
299,699
-14,553
-5% -$497K 0.65% 51
2022
Q2 		$10.5M Sell
314,252
-31,020
-9% -$1.11M 0.79% 42
2022
Q1 		$13.1M Sell
345,272
-98,495
-22% -$3.7M 0.89% 36
2021
Q4 		$17.2M Buy
443,767
+442,190
+28,040% +$17.2M 1.17% 33
2021
Q3 		$59K Buy
+1,577
New +$60.4K ﹤0.01% 55

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Money Design's NULV Position: Q2 2025 in Review

Money Design reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 5% in Q2 2025, selling an estimated $422K and leaving 201,098 shares worth $8.43M. The position accounts for 0.39% of the portfolio, ranked #38.

Money Design first reported a position in NULV in Q3 2021 and has held it in 16 quarters since. The position peaked at $22.1M in Q3 2024. 253 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

  • Money Design held 201,098 shares of Nuveen ESG Large-Cap Value ETF worth $8.43M as of Q2 2025.
  • Money Design sold 10,599 Nuveen ESG Large-Cap Value ETF shares in Q2 2025, an estimated $422K.
  • Nuveen ESG Large-Cap Value ETF made up 0.39% of Money Design's portfolio in Q2 2025, its #38 holding.
  • Money Design first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and has held it in 16 quarters since.
  • Money Design's Nuveen ESG Large-Cap Value ETF position peaked at $22.1M in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.