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Robertson Stephens Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Robertson Stephens Wealth Management’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
2023
Q3 		– Sell
-11,685
Closed -$405K – 465
2023
Q2 		$405K Sell
11,685
-3,985
-25% -$135K 0.03% 311
2023
Q1 		$534K Hold
15,670
– – 0.04% 280
2022
Q4 		$537K Buy
+15,670
New +$535K 0.05% 253

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Robertson Stephens Wealth Management's NULV Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2023, closing a stake of 11,685 shares — an estimated $405K sold.

Robertson Stephens Wealth Management first reported a position in NULV in Q4 2022 and held it in 3 quarters. The position peaked at $537K in Q4 2022. 203 funds tracked by Wall St. Rank hold NULV as of Q3 2023.

  • Robertson Stephens Wealth Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 11,685 Nuveen ESG Large-Cap Value ETF shares in Q3 2023, an estimated $405K.
  • Robertson Stephens Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2022 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Nuveen ESG Large-Cap Value ETF position peaked at $537K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.