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

Private Wealth Management Group’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	$759K	Sell	15,193 -13,778	-48%	-$681K	0.18%	52
2026 Q1	$1.32M	Buy	28,971 +690	+2%	+$32.2K	0.35%	32
2025 Q4	$1.27M	Buy	28,281 +1,974	+8%	+$88.2K	0.34%	36
2025 Q3	$1.15M	Buy	26,307 +676	+3%	+$28.8K	0.32%	38
2025 Q2	$1.07M	Sell	25,631 -473	-2%	-$18.8K	0.36%	36
2025 Q1	$1.06M	Buy	26,104 +42	+0.2%	+$1.7K	0.39%	34
2024 Q4	$1.03M	Sell	26,062 -212	-0.8%	-$8.8K	0.39%	35
2024 Q3	$1.1M	Buy	26,274 +284	+1%	+$11.2K	0.43%	33
2024 Q2	$982K	Buy	25,990 +1,672	+7%	+$63.2K	0.43%	32
2024 Q1	$945K	Buy	24,318 +414	+2%	+$15.2K	0.43%	31
2023 Q4	$858K	Buy	+23,904	New	+$817K	0.42%	34

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

Private Wealth Management Group's NULV Position: Q2 2026 in Review

Private Wealth Management Group reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 48% in Q2 2026, selling an estimated $681K and leaving 15,193 shares worth $759K. The position accounts for 0.18% of the portfolio, ranked #52.

Private Wealth Management Group first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q1 2026. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Private Wealth Management Group held 15,193 shares of Nuveen ESG Large-Cap Value ETF worth $759K as of Q2 2026.
Private Wealth Management Group sold 13,778 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $681K.
Nuveen ESG Large-Cap Value ETF made up 0.18% of Private Wealth Management Group's portfolio in Q2 2026, its #52 holding.
Private Wealth Management Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Nuveen ESG Large-Cap Value ETF position peaked at $1.32M in Q1 2026.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.