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NWAM LLC’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

NWAM LLC’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
2022
Q3 		– Sell
-6,166
Closed -$206K – 517
2022
Q2 		$206K Sell
6,166
-1,344
-18% -$48.2K 0.02% 487
2022
Q1 		$286K Buy
7,510
+1,427
+23% +$53.6K 0.02% 431
2021
Q4 		$236K Buy
6,083
+631
+12% +$24.6K 0.02% 458
2021
Q3 		$204K Buy
+5,452
New +$209K 0.02% 472

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NWAM LLC's NULV Position: Q3 2022 in Review

NWAM LLC sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2022, closing a stake of 6,166 shares — an estimated $206K sold.

NWAM LLC first reported a position in NULV in Q3 2021 and held it in 4 quarters. The position peaked at $286K in Q1 2022. 180 funds tracked by Wall St. Rank hold NULV as of Q3 2022.

  • NWAM LLC reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • NWAM LLC sold 6,166 Nuveen ESG Large-Cap Value ETF shares in Q3 2022, an estimated $206K.
  • NWAM LLC first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and held it in 4 quarters.
  • NWAM LLC's Nuveen ESG Large-Cap Value ETF position peaked at $286K in Q1 2022.
  • 180 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2022.

Based on NWAM LLC's 13F filing for Q3 2022, filed 14 Nov 2022.