New York Life Investment Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

New York Life Investment 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
2024 Q1	–	Sell	-10,963	Closed	-$394K	–	1464
2023 Q4	$394K	Hold	10,963	–	–	﹤0.01%	1016
2023 Q3	$368K	Sell	10,963 -1,906	-15%	-$66.6K	﹤0.01%	963
2023 Q2	$446K	Sell	12,869 -1,083	-8%	-$36.6K	﹤0.01%	821
2023 Q1	$475K	Buy	13,952 +809	+6%	+$27.9K	0.01%	1002
2022 Q4	$450K	Sell	13,143 -4,178	-24%	-$143K	0.01%	991
2022 Q3	$535K	Buy	17,321 +898	+5%	+$30.7K	0.01%	703
2022 Q2	$548K	Buy	16,423 +1,776	+12%	+$63.7K	0.01%	687
2022 Q1	$557K	Sell	14,647 -2,473	-14%	-$92.9K	0.03%	44
2021 Q4	$665K	Buy	17,120 +1,209	+8%	+$47.2K	0.03%	41
2021 Q3	$597K	Buy	+15,911	New	+$610K	0.03%	38

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New York Life Investment Management's NULV Position: Q1 2024 in Review

New York Life Investment Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2024, closing a stake of 10,963 shares — an estimated $394K sold.

New York Life Investment Management first reported a position in NULV in Q3 2021 and held it in 10 quarters. The position peaked at $665K in Q4 2021. 227 funds tracked by Wall St. Rank hold NULV as of Q1 2024.

New York Life Investment Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
New York Life Investment Management sold 10,963 Nuveen ESG Large-Cap Value ETF shares in Q1 2024, an estimated $394K.
New York Life Investment Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and held it in 10 quarters.
New York Life Investment Management's Nuveen ESG Large-Cap Value ETF position peaked at $665K in Q4 2021.
227 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.