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

Northwest 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
2025 Q2	–	Sell	-1,444	Closed	-$58.5K	–	418
2025 Q1	$58.5K	Hold	1,444	–	–	0.02%	186
2024 Q4	$56.9K	Buy	1,444 +838	+138%	+$34.8K	0.02%	182
2024 Q3	$25.3K	Hold	606	–	–	0.01%	239
2024 Q2	$22.9K	Hold	606	–	–	0.01%	242
2024 Q1	$23.5K	Hold	606	–	–	0.01%	294
2023 Q4	$21.8K	Hold	606	–	–	0.01%	290
2023 Q3	$20.4K	Hold	606	–	–	0.01%	283
2023 Q2	$21K	Buy	+606	New	+$20.5K	0.01%	291

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 $1.65B AUM 16.63% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwest Capital Management's NULV Position: Q2 2025 in Review

Northwest Capital Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2025, closing a stake of 1,444 shares — an estimated $58.5K sold.

Northwest Capital Management first reported a position in NULV in Q2 2023 and held it in 8 quarters. The position peaked at $58.5K in Q1 2025. 253 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

Northwest Capital Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
Northwest Capital Management sold 1,444 Nuveen ESG Large-Cap Value ETF shares in Q2 2025, an estimated $58.5K.
Northwest Capital Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2023 and held it in 8 quarters.
Northwest Capital Management's Nuveen ESG Large-Cap Value ETF position peaked at $58.5K in Q1 2025.
253 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.