Relyea Zuckerberg Hanson’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Relyea Zuckerberg Hanson’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	$220K	Sell	4,408 -752	-15%	-$37.2K	0.02%	287
2026 Q1	$235K	Hold	5,160	–	–	0.02%	244
2025 Q4	$232K	Sell	5,160 -1,132	-18%	-$50.6K	0.02%	242
2025 Q3	$276K	Hold	6,292	–	–	0.03%	223
2025 Q2	$264K	Sell	6,292 -720	-10%	-$28.7K	0.03%	224
2025 Q1	$284K	Hold	7,012	–	–	0.04%	209
2024 Q4	$276K	Hold	7,012	–	–	0.04%	220
2024 Q3	$293K	Hold	7,012	–	–	0.04%	200
2024 Q2	$265K	Hold	7,012	–	–	0.04%	200
2024 Q1	$272K	Hold	7,012	–	–	0.05%	188
2023 Q4	$252K	Sell	7,012 -775	-10%	-$26.5K	0.05%	185
2023 Q3	$262K	Buy	7,787 +1,592	+26%	+$55.6K	0.06%	162
2023 Q2	$215K	Sell	6,195 -2,486	-29%	-$84.1K	0.05%	180
2023 Q1	$296K	Buy	+8,681	New	+$299K	0.07%	143
2022 Q4	–	Sell	-11,145	Closed	-$344K	–	170
2022 Q3	$344K	Buy	11,145 +1,083	+11%	+$37K	0.12%	107
2022 Q2	$336K	Buy	10,062 +3,806	+61%	+$137K	0.13%	108
2022 Q1	$238K	Buy	+6,256	New	+$235K	0.08%	141

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

Relyea Zuckerberg Hanson's NULV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 15% in Q2 2026, selling an estimated $37.2K and leaving 4,408 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #287.

Relyea Zuckerberg Hanson first reported a position in NULV in Q1 2022 and has held it in 17 quarters since. The position peaked at $344K in Q3 2022. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Relyea Zuckerberg Hanson held 4,408 shares of Nuveen ESG Large-Cap Value ETF worth $220K as of Q2 2026.
Relyea Zuckerberg Hanson sold 752 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $37.2K.
Nuveen ESG Large-Cap Value ETF made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #287 holding.
Relyea Zuckerberg Hanson first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 17 quarters since.
Relyea Zuckerberg Hanson's Nuveen ESG Large-Cap Value ETF position peaked at $344K in Q3 2022.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.