Sequoia Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Sequoia Financial 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
2026 Q2	$357K	Buy	+7,150	New	+$353K	﹤0.01%	1553

Other funds holding NULV

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

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

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

True Blue Financial Stevensville, Michigan $237M AUM

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sequoia Financial Advisors's NULV Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026: 7,150 shares worth $357K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings.

71 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

Sequoia Financial Advisors held 7,150 shares of Nuveen ESG Large-Cap Value ETF worth $357K as of Q2 2026.
Nuveen ESG Large-Cap Value ETF was a new Sequoia Financial Advisors position in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1553 holding.
71 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.