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RVW Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

RVW Wealth’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
Q3 		$535K Buy
10,168
+642
+7% +$33.8K 0.03% 117
2026
Q2 		$476K Buy
9,526
+124
+1% +$6.13K 0.03% 118
2026
Q1 		$428K Sell
9,402
-21
-0.2% -$980 0.03% 120
2025
Q4 		$425K Buy
9,423
+425
+5% +$19K 0.03% 121
2025
Q3 		$394K Buy
8,998
+136
+2% +$5.8K 0.03% 126
2025
Q2 		$371K Hold
8,862
– – 0.03% 122
2025
Q1 		$359K Buy
8,862
+1,788
+25% +$72.5K 0.03% 113
2024
Q4 		$279K Buy
7,074
+48
+0.7% +$1.99K 0.03% 123
2024
Q3 		$293K Sell
7,026
-11
-0.2% -$436 0.03% 123
2024
Q2 		$266K Buy
7,037
+13
+0.2% +$491 0.03% 124
2024
Q1 		$273K Buy
7,024
+41
+0.6% +$1.5K 0.03% 125
2023
Q4 		$251K Buy
6,983
+43
+0.6% +$1.47K 0.03% 124
2023
Q3 		$233K Buy
6,940
+32
+0.5% +$1.12K 0.03% 123
2023
Q2 		$239K Buy
+6,908
New +$234K 0.03% 137
2022
Q2 		– Sell
-5,501
Closed -$209K – 139
2022
Q1 		$209K Buy
5,501
+162
+3% +$6.09K 0.02% 128
2021
Q4 		$208K Buy
+5,339
New +$208K 0.02% 125
2021
Q3 		– Sell
-6,207
Closed – – 108
2021
Q2 		$0 Hold
6,207
– – ﹤0.01% 100
2021
Q1 		$1M Buy
+6,207
New +$213K 0.13% 86

Other funds holding NULV

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
EWA
Emergent Wealth Advisors Williamsville, New York $191M AUM 17.3% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

RVW Wealth's NULV Position: Q3 2026 in Review

RVW Wealth increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 6.7% in Q3 2026, buying an estimated $33.8K and bringing the position to 10,168 shares worth $535K. The position accounts for 0.03% of the portfolio, ranked #117.

RVW Wealth first reported a position in NULV in Q1 2021 and has held it in 18 quarters since. The position peaked at $1M in Q1 2021. 15 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

  • RVW Wealth held 10,168 shares of Nuveen ESG Large-Cap Value ETF worth $535K as of Q3 2026.
  • RVW Wealth bought 642 Nuveen ESG Large-Cap Value ETF shares in Q3 2026, an estimated $33.8K.
  • Nuveen ESG Large-Cap Value ETF made up 0.03% of RVW Wealth's portfolio in Q3 2026, its #117 holding.
  • RVW Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and has held it in 18 quarters since.
  • RVW Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $1M in Q1 2021.
  • 15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.