Sandbox Financial Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Sandbox Financial 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
2024 Q1	–	Sell	-15,574	Closed	-$559K	–	100
2023 Q4	$559K	Sell	15,574 -18,714	-55%	-$639K	0.26%	52
2023 Q3	$1.15M	Buy	34,288 +2,885	+9%	+$101K	0.61%	27
2023 Q2	$1.09M	Buy	31,403 +1,081	+4%	+$36.6K	0.57%	26
2023 Q1	$1.03M	Buy	30,322 +9,082	+43%	+$313K	0.62%	24
2022 Q4	$727K	Sell	21,240 -519	-2%	-$17.7K	0.5%	32
2022 Q3	$672K	Buy	21,759 +5,112	+31%	+$175K	0.49%	28
2022 Q2	$556K	Buy	16,647 +6,605	+66%	+$237K	0.4%	37
2022 Q1	$382K	Buy	10,042 +2,912	+41%	+$109K	0.22%	52
2021 Q4	$277K	Buy	+7,130	New	+$278K	0.17%	72

Other funds holding NULV

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Sandbox Financial Partners's NULV Position: Q1 2024 in Review

Sandbox Financial Partners sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q1 2024, closing a stake of 15,574 shares — an estimated $559K sold.

Sandbox Financial Partners first reported a position in NULV in Q4 2021 and held it in 9 quarters. The position peaked at $1.15M in Q3 2023. 227 funds tracked by Wall St. Rank hold NULV as of Q1 2024.

Sandbox Financial Partners reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
Sandbox Financial Partners sold 15,574 Nuveen ESG Large-Cap Value ETF shares in Q1 2024, an estimated $559K.
Sandbox Financial Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2021 and held it in 9 quarters.
Sandbox Financial Partners's Nuveen ESG Large-Cap Value ETF position peaked at $1.15M in Q3 2023.
227 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2024.

Based on Sandbox Financial Partners's 13F filing for Q1 2024, filed 15 Apr 2024.