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Morgan Dempsey Capital Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Morgan Dempsey Capital 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 		$197K Sell
3,937
-311
-7% -$15.4K 0.08% 59
2026
Q1 		$193K Buy
4,248
+271
+7% +$12.6K 0.09% 58
2025
Q4 		$179K Sell
3,977
-131
-3% -$5.85K 0.09% 56
2025
Q3 		$180K Sell
4,108
-509
-11% -$21.7K 0.08% 57
2025
Q2 		$194K Sell
4,617
-942
-17% -$37.5K 0.08% 54
2025
Q1 		$225K Buy
5,559
+876
+19% +$35.5K 0.09% 41
2024
Q4 		$184K Buy
4,683
+444
+10% +$18.4K 0.07% 50
2024
Q3 		$177K Sell
4,239
-636
-13% -$25.2K 0.06% 48
2024
Q2 		$184K Sell
4,875
-1,090
-18% -$41.2K 0.06% 46
2024
Q1 		$232K Sell
5,965
-1,812
-23% -$66.5K 0.07% 40
2023
Q4 		$279K Sell
7,777
-1,175
-13% -$40.1K 0.09% 39
2023
Q3 		$301K Sell
8,952
-4,855
-35% -$170K 0.09% 37
2023
Q2 		$478K Sell
13,807
-167
-1% -$5.65K 0.14% 40
2023
Q1 		$474K Buy
13,974
+39
+0.3% +$1.34K 0.13% 44
2022
Q4 		$476K Sell
13,935
-179
-1% -$6.11K 0.13% 41
2022
Q3 		$440K Sell
14,114
-12
-0.1% -$410 0.14% 44
2022
Q2 		$470K Sell
14,126
-3,004
-18% -$108K 0.14% 43
2022
Q1 		$649K Sell
17,130
-1,341
-7% -$50.4K 0.19% 44
2021
Q4 		$716K Sell
18,471
-509
-3% -$19.9K 0.22% 39
2021
Q3 		$712K Buy
18,980
+3,667
+24% +$140K 0.23% 39
2021
Q2 		$578K Sell
15,313
-2,473
-14% -$93.2K 0.18% 39
2021
Q1 		$644K Buy
17,786
+10,346
+139% +$355K 0.2% 37
2020
Q4 		$245K Sell
7,440
-654
-8% -$20.5K 0.1% 38
2020
Q3 		$235K Buy
+8,094
New +$236K 0.09% 35

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

Morgan Dempsey Capital Management's NULV Position: Q2 2026 in Review

Morgan Dempsey Capital Management reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 7.3% in Q2 2026, selling an estimated $15.4K and leaving 3,937 shares worth $197K. The position accounts for 0.08% of the portfolio, ranked #59.

Morgan Dempsey Capital Management first reported a position in NULV in Q3 2020 and has held it in 24 quarters since. The position peaked at $716K in Q4 2021. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Morgan Dempsey Capital Management held 3,937 shares of Nuveen ESG Large-Cap Value ETF worth $197K as of Q2 2026.
  • Morgan Dempsey Capital Management sold 311 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $15.4K.
  • Nuveen ESG Large-Cap Value ETF made up 0.08% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #59 holding.
  • Morgan Dempsey Capital Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2020 and has held it in 24 quarters since.
  • Morgan Dempsey Capital Management's Nuveen ESG Large-Cap Value ETF position peaked at $716K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.