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Reilly Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Reilly Financial 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
2021
Q4 		$93K Hold
2,386
– – 0.01% 300
2021
Q3 		$89K Hold
2,386
– – 0.01% 286
2021
Q2 		$90K Hold
2,386
– – 0.01% 290
2021
Q1 		$86K Hold
2,386
– – 0.01% 281
2020
Q4 		$79K Hold
2,386
– – 0.01% 276
2020
Q3 		$69K Buy
+2,386
New +$69.5K 0.01% 267

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $424B AUM 22.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Reilly Financial Advisors's NULV Position: Q4 2021 in Review

Reilly Financial Advisors held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q4 2021 at 2,386 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #300.

Reilly Financial Advisors first reported a position in NULV in Q3 2020 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold NULV as of Q4 2021.

  • Reilly Financial Advisors held 2,386 shares of Nuveen ESG Large-Cap Value ETF worth $93K as of Q4 2021.
  • Reilly Financial Advisors left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q4 2021.
  • Nuveen ESG Large-Cap Value ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #300 holding.
  • Reilly Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2020 and has held it in 6 quarters since.
  • 140 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.