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

Rossby 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 Q2	$595K	Sell	11,912 -119	-1%	-$5.88K	0.11%	177
2026 Q1	$552K	Sell	12,031 -713	-6%	-$33.3K	0.11%	173
2025 Q4	$574K	Sell	12,744 -345	-3%	-$15.4K	0.18%	102
2025 Q3	$574K	Buy	13,089 +137	+1%	+$5.84K	0.19%	101
2025 Q2	$543K	Sell	12,952 -1,003	-7%	-$39.9K	0.2%	98
2025 Q1	$539K	Sell	13,955 -1,460	-9%	-$59.2K	0.23%	87
2024 Q4	$607K	Buy	+15,415	New	+$640K	0.38%	65

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

Rossby Financial's NULV Position: Q2 2026 in Review

Rossby Financial reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.99% in Q2 2026, selling an estimated $5.88K and leaving 11,912 shares worth $595K. The position accounts for 0.11% of the portfolio, ranked #177.

Rossby Financial first reported a position in NULV in Q4 2024 and has held it in 7 quarters since. The position peaked at $607K in Q4 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Rossby Financial held 11,912 shares of Nuveen ESG Large-Cap Value ETF worth $595K as of Q2 2026.
Rossby Financial sold 119 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $5.88K.
Nuveen ESG Large-Cap Value ETF made up 0.11% of Rossby Financial's portfolio in Q2 2026, its #177 holding.
Rossby Financial first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Rossby Financial's Nuveen ESG Large-Cap Value ETF position peaked at $607K in Q4 2024.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.