Sand Hill Global Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Sand Hill Global 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
2023 Q2	–	Sell	-191,655	Closed	-$6.53M	–	157
2023 Q1	$6.53M	Buy	191,655 +4,954	+3%	+$171K	0.35%	50
2022 Q4	$6.39M	Buy	186,701 +17,561	+10%	+$600K	0.36%	53
2022 Q3	$5.22M	Buy	169,140 +8,130	+5%	+$278K	0.33%	54
2022 Q2	$5.38M	Buy	161,010 +8,533	+6%	+$306K	0.31%	59
2022 Q1	$5.8M	Buy	152,477 +88,232	+137%	+$3.32M	0.32%	53
2021 Q4	$2.5M	Buy	64,245 +10,785	+20%	+$421K	0.14%	75
2021 Q3	$2M	Buy	53,460 +2,035	+4%	+$78K	0.12%	78
2021 Q2	$1.94M	Buy	51,425 +4,560	+10%	+$172K	0.12%	75
2021 Q1	$1.7M	Buy	46,865 +5,957	+15%	+$204K	0.11%	75
2020 Q4	$1.35M	Buy	+40,908	New	+$1.28M	0.09%	81

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sand Hill Global Advisors's NULV Position: Q2 2023 in Review

Sand Hill Global Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2023, closing a stake of 191,655 shares — an estimated $6.53M sold.

Sand Hill Global Advisors first reported a position in NULV in Q4 2020 and held it in 10 quarters. The position peaked at $6.53M in Q1 2023. 202 funds tracked by Wall St. Rank hold NULV as of Q2 2023.

Sand Hill Global Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Sand Hill Global Advisors sold 191,655 Nuveen ESG Large-Cap Value ETF shares in Q2 2023, an estimated $6.53M.
Sand Hill Global Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and held it in 10 quarters.
Sand Hill Global Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $6.53M in Q1 2023.
202 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2023.

Based on Sand Hill Global Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.