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OneDigital Investment Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

OneDigital Investment Advisors’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
2023
Q3 		– Sell
-6,095
Closed -$211K – 1028
2023
Q2 		$211K Hold
6,095
– – ﹤0.01% 944
2023
Q1 		$208K Sell
6,095
-1
-0% -$34 ﹤0.01% 905
2022
Q4 		$209K Buy
+6,096
New +$208K 0.01% 769
2019
Q3 		– Sell
-750
Closed -$23K – 960
2019
Q2 		$23K Buy
+750
New +$22.2K ﹤0.01% 773

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

OneDigital Investment Advisors's NULV Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2023, closing a stake of 6,095 shares — an estimated $211K sold.

OneDigital Investment Advisors first reported a position in NULV in Q2 2019 and held it in 4 quarters. The position peaked at $211K in Q2 2023. 203 funds tracked by Wall St. Rank hold NULV as of Q3 2023.

  • OneDigital Investment Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,095 Nuveen ESG Large-Cap Value ETF shares in Q3 2023, an estimated $211K.
  • OneDigital Investment Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2019 and held it in 4 quarters.
  • OneDigital Investment Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $211K in Q2 2023.
  • 203 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.