Perigon Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Perigon Wealth 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	$386K	Sell	7,728 -40	-0.5%	-$1.98K	0.01%	1002
2026 Q1	$353K	Buy	7,768 +1,162	+18%	+$54.2K	0.01%	953
2025 Q4	$298K	Buy	6,606 +71	+1%	+$3.17K	0.01%	1024
2025 Q3	$286K	Buy	6,535 +740	+13%	+$31.6K	0.01%	993
2025 Q2	$243K	Sell	5,795 -137	-2%	-$5.45K	0.01%	924
2025 Q1	$240K	Buy	+5,932	New	+$241K	0.01%	896

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

Perigon Wealth Management's NULV Position: Q2 2026 in Review

Perigon Wealth Management reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.51% in Q2 2026, selling an estimated $1.98K and leaving 7,728 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #1002.

Perigon Wealth Management first reported a position in NULV in Q1 2025 and has held it in 6 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Perigon Wealth Management held 7,728 shares of Nuveen ESG Large-Cap Value ETF worth $386K as of Q2 2026.
Perigon Wealth Management sold 40 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.98K.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1002 holding.
Perigon Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.