SFG
NULV icon

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

Sage Financial Group’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 		$834K Buy
16,680
+10
+0.1% +$494 0.05% 64
2026
Q1 		$758K Buy
16,670
+33
+0.2% +$1.54K 0.05% 62
2025
Q4 		$749K Sell
16,637
-440
-3% -$19.7K 0.05% 60
2025
Q3 		$748K Hold
17,077
– – 0.05% 58
2025
Q2 		$716K Buy
17,077
+2
+0% +$80 0.05% 57
2025
Q1 		$691K Sell
17,075
-172
-1% -$6.97K 0.06% 60
2024
Q4 		$679K Sell
17,247
-871
-5% -$36.2K 0.05% 57
2024
Q3 		$756K Sell
18,118
-714
-4% -$28.3K 0.06% 57
2024
Q2 		$712K Sell
18,832
-707
-4% -$26.7K 0.06% 58
2024
Q1 		$759K Sell
19,539
-791
-4% -$29K 0.07% 55
2023
Q4 		$730K Buy
20,330
+2,486
+14% +$84.9K 0.07% 55
2023
Q3 		$599K Sell
17,844
-188
-1% -$6.57K 0.07% 53
2023
Q2 		$625K Sell
18,032
-598
-3% -$20.2K 0.07% 53
2023
Q1 		$635K Buy
18,630
+5,596
+43% +$193K 0.07% 53
2022
Q4 		$446K Buy
13,034
+1,440
+12% +$49.2K 0.05% 66
2022
Q3 		$358K Buy
11,594
+140
+1% +$4.79K 0.05% 67
2022
Q2 		$382K Buy
11,454
+1,229
+12% +$44.1K 0.05% 65
2022
Q1 		$389K Buy
+10,225
New +$384K 0.05% 48

Other funds holding NULV

Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
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

Sage Financial Group's NULV Position: Q2 2026 in Review

Sage Financial Group increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.06% in Q2 2026, buying an estimated $494 and bringing the position to 16,680 shares worth $834K. The position accounts for 0.05% of the portfolio, ranked #64.

Sage Financial Group first reported a position in NULV in Q1 2022 and has held it in 18 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Sage Financial Group held 16,680 shares of Nuveen ESG Large-Cap Value ETF worth $834K as of Q2 2026.
  • Sage Financial Group bought 10 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $494.
  • Nuveen ESG Large-Cap Value ETF made up 0.05% of Sage Financial Group's portfolio in Q2 2026, its #64 holding.
  • Sage Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.