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NewSquare Capital’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

NewSquare Capital’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
Q2 		– Sell
-122
Closed -$4.74K – 425
2024
Q1 		$4.74K Hold
122
– – ﹤0.01% 297
2023
Q4 		$4.38K Sell
122
-61
-33% -$2.08K ﹤0.01% 325
2023
Q3 		$6.15K Sell
183
-351
-66% -$12.3K ﹤0.01% 363
2023
Q2 		$18.5K Sell
534
-207
-28% -$7K ﹤0.01% 261
2023
Q1 		$25.3K Buy
741
+434
+141% +$15K ﹤0.01% 249
2022
Q4 		$10.5K Buy
+307
New +$10.5K ﹤0.01% 284

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NewSquare Capital's NULV Position: Q2 2024 in Review

NewSquare Capital sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2024, closing a stake of 122 shares — an estimated $4.74K sold.

NewSquare Capital first reported a position in NULV in Q4 2022 and held it in 6 quarters. The position peaked at $25.3K in Q1 2023. 234 funds tracked by Wall St. Rank hold NULV as of Q2 2024.

  • NewSquare Capital reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • NewSquare Capital sold 122 Nuveen ESG Large-Cap Value ETF shares in Q2 2024, an estimated $4.74K.
  • NewSquare Capital first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 6 quarters.
  • NewSquare Capital's Nuveen ESG Large-Cap Value ETF position peaked at $25.3K in Q1 2023.
  • 234 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.