Rockefeller Capital Management
NULV icon

Rockefeller Capital Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Rockefeller Capital 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
2026
Q2 		$1.12M Buy
22,454
+5,131
+30% +$254K ﹤0.01% 1641
2026
Q1 		$788K Sell
17,323
-1,294
-7% -$60.4K ﹤0.01% 1734
2025
Q4 		$839K Buy
18,617
+3,231
+21% +$144K ﹤0.01% 1629
2025
Q3 		$674K Buy
15,386
+740
+5% +$31.6K ﹤0.01% 1624
2025
Q2 		$614K Sell
14,646
-1,179
-7% -$46.9K ﹤0.01% 1496
2025
Q1 		$641K Buy
15,825
+4,913
+45% +$199K ﹤0.01% 1403
2024
Q4 		$430K Buy
+10,912
New +$453K ﹤0.01% 1515
2023
Q3 		– Sell
-9,935
Closed -$344K – 1718
2023
Q2 		$344K Sell
9,935
-989
-9% -$33.5K ﹤0.01% 1471
2023
Q1 		$372K Buy
10,924
+175
+2% +$6.03K ﹤0.01% 1481
2022
Q4 		$368K Sell
10,749
-1,896
-15% -$64.7K ﹤0.01% 1390
2022
Q3 		$390K Sell
12,645
-214
-2% -$7.32K ﹤0.01% 1359
2022
Q2 		$429K Buy
12,859
+1,427
+12% +$51.2K ﹤0.01% 1329
2022
Q1 		$434K Sell
11,432
-1,573
-12% -$59.1K ﹤0.01% 1374
2021
Q4 		$505K Sell
13,005
-7,416
-36% -$289K ﹤0.01% 1308
2021
Q3 		$765K Sell
20,421
-1,896
-8% -$72.6K ﹤0.01% 1097
2021
Q2 		$842K Buy
22,317
+3,841
+21% +$145K ﹤0.01% 998
2021
Q1 		$668K Buy
18,476
+9,700
+111% +$333K ﹤0.01% 932
2020
Q4 		$289K Buy
8,776
+4,943
+129% +$155K ﹤0.01% 1080
2020
Q3 		$111K Buy
+3,833
New +$112K ﹤0.01% 1218

Other funds holding NULV

Bank of America
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Rockefeller Capital Management's NULV Position: Q2 2026 in Review

Rockefeller Capital Management increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 30% in Q2 2026, buying an estimated $254K and bringing the position to 22,454 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Rockefeller Capital Management first reported a position in NULV in Q3 2020 and has held it in 19 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Rockefeller Capital Management held 22,454 shares of Nuveen ESG Large-Cap Value ETF worth $1.12M as of Q2 2026.
  • Rockefeller Capital Management bought 5,131 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $254K.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1641 holding.
  • Rockefeller Capital Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2020 and has held it in 19 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.