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 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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Shotwell Rutter Baer's NULV Position: Q1 2026 in Review

Shotwell Rutter Baer reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 4.2% in Q1 2026, selling an estimated $52.8K and leaving 26,118 shares worth $1.19M. The position accounts for 0.7% of the portfolio, ranked #18.

Shotwell Rutter Baer first reported a position in NULV in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.26M in Q4 2025. 278 funds tracked by Wall St. Rank hold NULV as of Q1 2026.

Shotwell Rutter Baer held 26,118 shares of Nuveen ESG Large-Cap Value ETF worth $1.19M as of Q1 2026.
Shotwell Rutter Baer sold 1,131 Nuveen ESG Large-Cap Value ETF shares in Q1 2026, an estimated $52.8K.
Nuveen ESG Large-Cap Value ETF made up 0.7% of Shotwell Rutter Baer's portfolio in Q1 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 9 quarters since.
Shotwell Rutter Baer's Nuveen ESG Large-Cap Value ETF position peaked at $1.26M in Q4 2025.
278 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.