Pathfinder Wealth Consulting’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Pathfinder Wealth Consulting’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
2026 Q2	–	Sell	-16,237	Closed	-$739K	–	105
2026 Q1	$739K	Hold	16,237	–	–	0.48%	53
2025 Q4	$731K	Buy	+16,237	New	+$725K	0.46%	50

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Pathfinder Wealth Consulting's NULV Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 16,237 shares — an estimated $739K sold.

Pathfinder Wealth Consulting first reported a position in NULV in Q4 2025 and held it in 2 quarters. The position peaked at $739K in Q1 2026. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Pathfinder Wealth Consulting reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
Pathfinder Wealth Consulting sold 16,237 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $739K.
Pathfinder Wealth Consulting first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2025 and held it in 2 quarters.
Pathfinder Wealth Consulting's Nuveen ESG Large-Cap Value ETF position peaked at $739K in Q1 2026.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.