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

RHS Financial’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 Q1	$239K	Sell	5,256 -41	-0.8%	-$1.91K	0.11%	132
2025 Q4	$239K	Sell	5,297 -4	-0.1%	-$179	0.12%	125
2025 Q3	$232K	Buy	5,301 +165	+3%	+$7.04K	0.12%	119
2025 Q2	$215K	Sell	5,136 -1,435	-22%	-$57.1K	0.12%	124
2025 Q1	$266K	Buy	6,571 +1,018	+18%	+$41.3K	0.15%	109
2024 Q4	$219K	Buy	+5,553	New	+$231K	0.11%	129

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

RHS Financial's NULV Position: Q1 2026 in Review

RHS Financial reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.77% in Q1 2026, selling an estimated $1.91K and leaving 5,256 shares worth $239K. The position accounts for 0.11% of the portfolio, ranked #132.

RHS Financial first reported a position in NULV in Q4 2024 and has held it in 6 quarters since. The position peaked at $266K in Q1 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

RHS Financial held 5,256 shares of Nuveen ESG Large-Cap Value ETF worth $239K as of Q1 2026.
RHS Financial sold 41 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $1.91K.
Nuveen ESG Large-Cap Value ETF made up 0.11% of RHS Financial's portfolio in Q1 2026, its #132 holding.
RHS Financial first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
RHS Financial's Nuveen ESG Large-Cap Value ETF position peaked at $266K in Q1 2025.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.