Per Stirling Capital Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Per Stirling Capital Management’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	$689K	Sell	13,789 -19	-0.1%	-$939	0.07%	186
2026 Q1	$628K	Buy	13,808 +316	+2%	+$14.7K	0.07%	179
2025 Q4	$608K	Buy	13,492 +29	+0.2%	+$1.29K	0.07%	171
2025 Q3	$590K	Buy	13,463 +63	+0.5%	+$2.69K	0.07%	166
2025 Q2	$562K	Sell	13,400 -4,602	-26%	-$183K	0.07%	160
2025 Q1	$729K	Sell	18,002 -1,323	-7%	-$53.7K	0.1%	131
2024 Q4	$761K	Buy	19,325 +2,780	+17%	+$115K	0.11%	127
2024 Q3	$690K	Buy	16,545 +247	+2%	+$9.78K	0.1%	143
2024 Q2	$616K	Sell	16,298 -1,808	-10%	-$68.3K	0.1%	135
2024 Q1	$704K	Buy	18,106 +8,026	+80%	+$295K	0.12%	113
2023 Q4	$362K	Buy	10,080 +793	+9%	+$27.1K	0.07%	154
2023 Q3	$312K	Buy	9,287 +685	+8%	+$23.9K	0.06%	162
2023 Q2	$298K	Sell	8,602 -1,469	-15%	-$49.7K	0.06%	162
2023 Q1	$343K	Sell	10,071 -66,041	-87%	-$2.28M	0.07%	144
2022 Q4	$2.61M	Buy	+76,112	New	+$2.6M	0.47%	43

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

Per Stirling Capital Management's NULV Position: Q2 2026 in Review

Per Stirling Capital Management reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.14% in Q2 2026, selling an estimated $939 and leaving 13,789 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #186.

Per Stirling Capital Management first reported a position in NULV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.61M in Q4 2022. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Per Stirling Capital Management held 13,789 shares of Nuveen ESG Large-Cap Value ETF worth $689K as of Q2 2026.
Per Stirling Capital Management sold 19 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $939.
Nuveen ESG Large-Cap Value ETF made up 0.07% of Per Stirling Capital Management's portfolio in Q2 2026, its #186 holding.
Per Stirling Capital Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
Per Stirling Capital Management's Nuveen ESG Large-Cap Value ETF position peaked at $2.61M in Q4 2022.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.