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

RTD Financial Advisors’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	$496K	Buy	9,925 +52	+0.5%	+$2.57K	0.05%	95
2026 Q1	$449K	Sell	9,873 -14	-0.1%	-$653	0.06%	88
2025 Q4	$445K	Buy	9,887 +91	+0.9%	+$4.07K	0.05%	87
2025 Q3	$429K	Sell	9,796 -600	-6%	-$25.6K	0.05%	78
2025 Q2	$436K	Sell	10,396 -794	-7%	-$31.6K	0.06%	78
2025 Q1	$453K	Sell	11,190 -212	-2%	-$8.6K	0.06%	84
2024 Q4	$449K	Buy	11,402 +365	+3%	+$15.2K	0.06%	84
2024 Q3	$460K	Buy	11,037 +850	+8%	+$33.7K	0.06%	86
2024 Q2	$385K	Sell	10,187 -1,559	-13%	-$58.9K	0.05%	91
2024 Q1	$456K	Sell	11,746 -559	-5%	-$20.5K	0.06%	78
2023 Q4	$442K	Buy	12,305 +119	+1%	+$4.07K	0.06%	79
2023 Q3	$409K	Sell	12,186 -221	-2%	-$7.72K	0.06%	78
2023 Q2	$430K	Sell	12,407 -2,599	-17%	-$87.9K	0.06%	76
2023 Q1	$511K	Buy	15,006 +1,720	+13%	+$59.3K	0.08%	71
2022 Q4	$455K	Buy	13,286 +1,537	+13%	+$52.5K	0.07%	71
2022 Q3	$363K	Sell	11,749 -954	-8%	-$32.6K	0.07%	75
2022 Q2	$424K	Buy	12,703 +1,234	+11%	+$44.3K	0.07%	80
2022 Q1	$436K	Buy	11,469 +825	+8%	+$31K	0.06%	85
2021 Q4	$414K	Buy	+10,644	New	+$415K	0.05%	87

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

RTD Financial Advisors's NULV Position: Q2 2026 in Review

RTD Financial Advisors increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.53% in Q2 2026, buying an estimated $2.57K and bringing the position to 9,925 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #95.

RTD Financial Advisors first reported a position in NULV in Q4 2021 and has held it in 19 quarters since. The position peaked at $511K in Q1 2023. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

RTD Financial Advisors held 9,925 shares of Nuveen ESG Large-Cap Value ETF worth $496K as of Q2 2026.
RTD Financial Advisors bought 52 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $2.57K.
Nuveen ESG Large-Cap Value ETF made up 0.05% of RTD Financial Advisors's portfolio in Q2 2026, its #95 holding.
RTD Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
RTD Financial Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $511K in Q1 2023.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.