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

Rede Wealth’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	$302K	Buy	6,033 +245	+4%	+$12.1K	0.1%	97
2026 Q1	$263K	Buy	5,788 +126	+2%	+$5.88K	0.09%	95
2025 Q4	$255K	Buy	+5,662	New	+$253K	0.09%	96
2025 Q3	–	Sell	-6,712	Closed	-$281K	–	157
2025 Q2	$281K	Sell	6,712 -315	-4%	-$12.5K	0.1%	94
2025 Q1	$285K	Sell	7,027 -426	-6%	-$17.3K	0.1%	83
2024 Q4	$293K	Buy	7,453 +27	+0.4%	+$1.12K	0.11%	85
2024 Q3	$310K	Sell	7,426 -298	-4%	-$11.8K	0.12%	81
2024 Q2	$292K	Hold	7,724	–	–	0.27%	79
2024 Q1	$300K	Sell	7,724 -3,223	-29%	-$118K	0.13%	76
2023 Q4	$393K	Sell	10,947 -3,476	-24%	-$119K	0.19%	57
2023 Q3	$484K	Buy	14,423 +402	+3%	+$14.1K	0.24%	43
2023 Q2	$486K	Buy	14,021 +431	+3%	+$14.6K	0.23%	46
2023 Q1	$463K	Buy	13,590 +1,398	+11%	+$48.2K	0.24%	48
2022 Q4	$417K	Buy	+12,192	New	+$416K	0.22%	53

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

Rede Wealth's NULV Position: Q2 2026 in Review

Rede Wealth increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 4.2% in Q2 2026, buying an estimated $12.1K and bringing the position to 6,033 shares worth $302K. The position accounts for 0.1% of the portfolio, ranked #97.

Rede Wealth first reported a position in NULV in Q4 2022 and has held it in 14 quarters since. The position peaked at $486K in Q2 2023. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Rede Wealth held 6,033 shares of Nuveen ESG Large-Cap Value ETF worth $302K as of Q2 2026.
Rede Wealth bought 245 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $12.1K.
Nuveen ESG Large-Cap Value ETF made up 0.1% of Rede Wealth's portfolio in Q2 2026, its #97 holding.
Rede Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
Rede Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $486K in Q2 2023.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.