Sage Advisory Services’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Sage Advisory Services’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	$763K	Buy	15,254 +93	+0.6%	+$4.6K	0.38%	34
2026 Q1	$690K	Buy	15,161 +413	+3%	+$19.3K	0.38%	33
2025 Q4	$664K	Hold	14,748	–	–	0.36%	34
2025 Q3	$646K	Hold	14,748	–	–	0.34%	36
2025 Q2	$618K	Sell	14,748 -195	-1%	-$7.76K	0.34%	35
2025 Q1	$605K	Hold	14,943	–	–	0.36%	32
2024 Q4	$588K	Buy	14,943 +5,074	+51%	+$211K	0.35%	33
2024 Q3	$373K	Hold	9,869	–	–	0.1%	43
2024 Q2	$373K	Sell	9,869 -1,645	-14%	-$62.1K	0.1%	43
2024 Q1	$447K	Hold	11,514	–	–	0.12%	44
2023 Q4	$413K	Buy	11,514 +198	+2%	+$6.76K	0.11%	50
2023 Q3	$380K	Buy	11,316 +185	+2%	+$6.47K	0.11%	46
2023 Q2	$386K	Buy	11,131 +293	+3%	+$9.91K	0.11%	43
2023 Q1	$369K	Buy	+10,838	New	+$373K	0.1%	40
2022 Q3	–	Sell	-18,461	Closed	-$616K	–	52
2022 Q2	$616K	Buy	+18,461	New	+$663K	0.18%	46
2022 Q1	–	Sell	-18,546	Closed	-$721K	–	57
2021 Q4	$721K	Buy	18,546 +1,815	+11%	+$70.8K	0.18%	46
2021 Q3	$627K	Hold	16,731	–	–	0.16%	49
2021 Q2	$632K	Sell	16,731 -1,503	-8%	-$56.6K	0.17%	45
2021 Q1	$660K	Buy	18,234 +4,965	+37%	+$170K	0.16%	43
2020 Q4	$437K	Buy	13,269 +2,379	+22%	+$74.5K	0.12%	47
2020 Q3	$316K	Sell	10,890 -10,484	-49%	-$305K	0.1%	49
2020 Q2	$595K	Buy	21,374 +8,987	+73%	+$242K	0.19%	45
2020 Q1	$303K	Hold	12,387	–	–	0.12%	41
2019 Q4	$406K	Sell	12,387 -82	-0.7%	-$2.62K	0.13%	48
2019 Q3	$389K	Buy	12,469 +884	+8%	+$26.9K	0.13%	42
2019 Q2	$350K	Buy	+11,585	New	+$344K	0.1%	45

Other funds holding NULV

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

CWA

Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Sage Advisory Services's NULV Position: Q2 2026 in Review

Sage Advisory Services increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.61% in Q2 2026, buying an estimated $4.6K and bringing the position to 15,254 shares worth $763K. The position accounts for 0.38% of the portfolio, ranked #34.

Sage Advisory Services first reported a position in NULV in Q2 2019 and has held it in 26 quarters since. 119 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Sage Advisory Services held 15,254 shares of Nuveen ESG Large-Cap Value ETF worth $763K as of Q2 2026.
Sage Advisory Services bought 93 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $4.6K.
Nuveen ESG Large-Cap Value ETF made up 0.38% of Sage Advisory Services's portfolio in Q2 2026, its #34 holding.
Sage Advisory Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2019 and has held it in 26 quarters since.
119 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.