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

RWA Wealth Partners’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	$5.01M	Sell	100,126 -6,917	-6%	-$342K	0.05%	175
2026 Q1	$4.87M	Buy	107,043 +321	+0.3%	+$15K	0.05%	164
2025 Q4	$4.81M	Sell	106,722 -18,087	-14%	-$808K	0.05%	168
2025 Q3	$5.47M	Buy	124,809 +479	+0.4%	+$20.4K	0.06%	165
2025 Q2	$5.21M	Sell	124,330 -35,449	-22%	-$1.41M	0.07%	156
2025 Q1	$6.47M	Sell	159,779 -1,937	-1%	-$78.5K	0.08%	132
2024 Q4	$6.37M	Buy	161,716 +2,436	+2%	+$101K	0.08%	135
2024 Q3	$6.65M	Buy	159,280 +16,569	+12%	+$656K	0.08%	131
2024 Q2	$5.39M	Sell	142,711 -2,976	-2%	-$112K	0.07%	137
2024 Q1	$5.66M	Sell	145,687 -6,238	-4%	-$229K	0.08%	137
2023 Q4	$5.46M	Buy	+151,925	New	+$5.19M	0.08%	128
2022 Q3	–	Sell	-78,222	Closed	-$2.61M	–	249
2022 Q2	$2.61M	Buy	78,222 +2,181	+3%	+$78.3K	0.18%	81
2022 Q1	$2.89M	Buy	+76,041	New	+$2.86M	0.19%	91

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

RWA Wealth Partners's NULV Position: Q2 2026 in Review

RWA Wealth Partners reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 6.5% in Q2 2026, selling an estimated $342K and leaving 100,126 shares worth $5.01M. The position accounts for 0.05% of the portfolio, ranked #175.

RWA Wealth Partners first reported a position in NULV in Q1 2022 and has held it in 13 quarters since. The position peaked at $6.65M in Q3 2024. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

RWA Wealth Partners held 100,126 shares of Nuveen ESG Large-Cap Value ETF worth $5.01M as of Q2 2026.
RWA Wealth Partners sold 6,917 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $342K.
Nuveen ESG Large-Cap Value ETF made up 0.05% of RWA Wealth Partners's portfolio in Q2 2026, its #175 holding.
RWA Wealth Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 13 quarters since.
RWA Wealth Partners's Nuveen ESG Large-Cap Value ETF position peaked at $6.65M in Q3 2024.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.