NorthRock Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

NorthRock Partners’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	$840K	Sell	16,813 -554	-3%	-$27.4K	0.01%	335
2026 Q1	$790K	Sell	17,367 -1,504	-8%	-$70.2K	0.01%	345
2025 Q4	$850K	Sell	18,871 -25	-0.1%	-$1.12K	0.01%	298
2025 Q3	$828K	Sell	18,896 -473	-2%	-$20.2K	0.02%	387
2025 Q2	$812K	Sell	19,369 -2,999	-13%	-$119K	0.02%	292
2025 Q1	$906K	Sell	22,368 -612	-3%	-$24.8K	0.03%	225
2024 Q4	$905K	Sell	22,980 -1,293	-5%	-$53.7K	0.03%	218
2024 Q3	$1.01M	Buy	24,273 +7,986	+49%	+$316K	0.03%	208
2024 Q2	$615K	Sell	16,287 -9,695	-37%	-$366K	0.02%	294
2024 Q1	$1.01M	Sell	25,982 -5,494	-17%	-$202K	0.04%	200
2023 Q4	$1.13M	Buy	+31,476	New	+$1.08M	0.05%	172

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

NorthRock Partners's NULV Position: Q2 2026 in Review

NorthRock Partners reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 3.2% in Q2 2026, selling an estimated $27.4K and leaving 16,813 shares worth $840K. The position accounts for 0.01% of the portfolio, ranked #335.

NorthRock Partners first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2023. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

NorthRock Partners held 16,813 shares of Nuveen ESG Large-Cap Value ETF worth $840K as of Q2 2026.
NorthRock Partners sold 554 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $27.4K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #335 holding.
NorthRock Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
NorthRock Partners's Nuveen ESG Large-Cap Value ETF position peaked at $1.13M in Q4 2023.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.