PCA
NULV icon

Personal Capital Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Personal Capital 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
2022
Q1 		– Sell
-6,535
Closed -$254K – 533
2021
Q4 		$254K Buy
+6,535
New +$255K ﹤0.01% 469

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Personal Capital Advisors's NULV Position: Q1 2022 in Review

Personal Capital Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2022, closing a stake of 6,535 shares — an estimated $254K sold.

Personal Capital Advisors first reported a position in NULV in Q4 2021 and held it in 1 quarter. The position peaked at $254K in Q4 2021. 161 funds tracked by Wall St. Rank hold NULV as of Q1 2022.

  • Personal Capital Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 6,535 Nuveen ESG Large-Cap Value ETF shares in Q1 2022, an estimated $254K.
  • Personal Capital Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Personal Capital Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $254K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.