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Personal Wealth Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Personal Wealth Partners’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
-5,170
Closed -$201K – 78
2021
Q4 		$201K Buy
+5,170
New +$202K 0.08% 76
2021
Q3 		– Sell
-3,050
Closed -$115K – 290
2021
Q2 		$115K Buy
+3,050
New +$115K 0.05% 106

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 Wealth Partners's NULV Position: Q1 2022 in Review

Personal Wealth Partners sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2022, closing a stake of 5,170 shares — an estimated $201K sold.

Personal Wealth Partners first reported a position in NULV in Q2 2021 and held it in 2 quarters. The position peaked at $201K in Q4 2021. 161 funds tracked by Wall St. Rank hold NULV as of Q1 2022.

  • Personal Wealth Partners reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Personal Wealth Partners sold 5,170 Nuveen ESG Large-Cap Value ETF shares in Q1 2022, an estimated $201K.
  • Personal Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2021 and held it in 2 quarters.
  • Personal Wealth Partners's Nuveen ESG Large-Cap Value ETF position peaked at $201K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2022.

Based on Personal Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.