Shotwell Rutter Baer
NULV icon

Shotwell Rutter Baer’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Shotwell Rutter Baer’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
Q3 		$1.39M Sell
26,328
-148
-0.6% -$7.79K 0.77% 18
2026
Q2 		$1.32M Buy
26,476
+358
+1% +$17.7K 0.73% 19
2026
Q1 		$1.19M Sell
26,118
-1,131
-4% -$52.8K 0.7% 18
2025
Q4 		$1.26M Sell
27,249
-333
-1% -$14.9K 0.76% 18
2025
Q3 		$1.21M Buy
27,582
+3,239
+13% +$138K 0.78% 18
2025
Q2 		$1.03M Buy
24,343
+167
+0.7% +$6.65K 0.7% 19
2025
Q1 		$894K Buy
24,176
+1,146
+5% +$46.5K 0.79% 17
2024
Q4 		$896K Sell
23,030
-971
-4% -$40.3K 0.75% 18
2024
Q3 		$993K Buy
24,001
+1,806
+8% +$71.5K 0.82% 17
2024
Q2 		$838K Buy
+22,195
New +$838K 0.74% 18
2024
Q1 		– Sell
-22,609
Closed -$809K – 23
2023
Q4 		$809K Buy
+22,609
New +$772K 0.77% 20

Other funds holding NULV

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
True Blue Financial
True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Equita Financial Network
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Shotwell Rutter Baer's NULV Position: Q3 2026 in Review

Shotwell Rutter Baer reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.56% in Q3 2026, selling an estimated $7.79K and leaving 26,328 shares worth $1.39M. The position accounts for 0.77% of the portfolio, ranked #18.

Shotwell Rutter Baer first reported a position in NULV in Q4 2023 and has held it in 11 quarters since. 94 funds tracked by Wall St. Rank hold NULV as of Q3 2026.

  • Shotwell Rutter Baer held 26,328 shares of Nuveen ESG Large-Cap Value ETF worth $1.39M as of Q3 2026.
  • Shotwell Rutter Baer sold 148 Nuveen ESG Large-Cap Value ETF shares in Q3 2026, an estimated $7.79K.
  • Nuveen ESG Large-Cap Value ETF made up 0.77% of Shotwell Rutter Baer's portfolio in Q3 2026, its #18 holding.
  • Shotwell Rutter Baer first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 94 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2026.

Based on Shotwell Rutter Baer's 13F filing for Q3 2026, filed 14 Oct 2026.