Plum Street Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Plum Street 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
2026 Q2	$4.27M	Buy	85,371 +7,886	+10%	+$390K	1.36%	19
2026 Q1	$3.53M	Sell	77,485 -47	-0.1%	-$2.19K	1.22%	22
2025 Q4	$3.49M	Buy	77,532 +23,090	+42%	+$1.03M	1.24%	22
2025 Q3	$2.39M	Buy	54,442 +1,843	+4%	+$78.6K	0.92%	27
2025 Q2	$2.2M	Buy	52,599 +31	+0.1%	+$1.23K	0.97%	26
2025 Q1	$2.13M	Buy	52,568 +1,785	+4%	+$72.4K	1.03%	24
2024 Q4	$2M	Buy	50,783 +12,603	+33%	+$523K	0.99%	26
2024 Q3	$1.59M	Hold	38,180	–	–	0.81%	30
2024 Q2	$1.44M	Hold	38,180	–	–	0.84%	31
2024 Q1	$1.59M	Buy	38,180 +1,514	+4%	+$55.6K	0.81%	30
2023 Q4	$1.32M	Buy	+36,666	New	+$1.25M	0.88%	29

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

Plum Street Advisors's NULV Position: Q2 2026 in Review

Plum Street Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 10% in Q2 2026, buying an estimated $390K and bringing the position to 85,371 shares worth $4.27M. The position accounts for 1.36% of the portfolio, ranked #19.

Plum Street Advisors first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Plum Street Advisors held 85,371 shares of Nuveen ESG Large-Cap Value ETF worth $4.27M as of Q2 2026.
Plum Street Advisors bought 7,886 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $390K.
Nuveen ESG Large-Cap Value ETF made up 1.36% of Plum Street Advisors's portfolio in Q2 2026, its #19 holding.
Plum Street Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.