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

O'Brien Wealth 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
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

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

O'Brien Wealth Partners's NULV Position: Q4 2025 in Review

O'Brien Wealth Partners increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.71% in Q4 2025, buying an estimated $84.5K and bringing the position to 270,178 shares worth $12.2M. The position accounts for 1.61% of the portfolio, ranked #17.

O'Brien Wealth Partners first reported a position in NULV in Q1 2023 and has held it in 12 quarters since. 275 funds tracked by Wall St. Rank hold NULV as of Q4 2025.

  • O'Brien Wealth Partners held 270,178 shares of Nuveen ESG Large-Cap Value ETF worth $12.2M as of Q4 2025.
  • O'Brien Wealth Partners bought 1,892 Nuveen ESG Large-Cap Value ETF shares in Q4 2025, an estimated $84.5K.
  • Nuveen ESG Large-Cap Value ETF made up 1.61% of O'Brien Wealth Partners's portfolio in Q4 2025, its #17 holding.
  • O'Brien Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2023 and has held it in 12 quarters since.
  • 275 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.