O'Brien Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$12.2M	Buy	270,178 +1,892	+0.7%	+$84.5K	1.61%	17
2025 Q3	$11.8M	Sell	268,286 -4,202	-2%	-$179K	1.59%	17
2025 Q2	$11.4M	Buy	272,488 +1,710	+0.6%	+$68.1K	1.79%	17
2025 Q1	$11M	Sell	270,778 -2,188	-0.8%	-$88.7K	2.04%	16
2024 Q4	$10.7M	Buy	272,966 +6,388	+2%	+$265K	1.94%	16
2024 Q3	$11.1M	Sell	266,578 -1,774	-0.7%	-$70.3K	2.18%	14
2024 Q2	$10.1M	Buy	268,352 +18,136	+7%	+$685K	2.28%	14
2024 Q1	$9.72M	Buy	250,216 +3,958	+2%	+$145K	2.25%	12
2023 Q4	$8.84M	Buy	246,258 +41,288	+20%	+$1.41M	2.31%	11
2023 Q3	$6.88M	Buy	204,970 +8,400	+4%	+$294K	1.97%	11
2023 Q2	$6.81M	Buy	196,570 +17,531	+10%	+$593K	2%	12
2023 Q1	$6.1M	Buy	+179,039	New	+$6.17M	1.92%	11