SHP Wealth Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

SHP Wealth Management’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	$23.7K	Hold	474	–	–	﹤0.01%	743
2026 Q1	$21.6K	Hold	474	–	–	﹤0.01%	705
2025 Q4	$21.4K	Buy	+474	New	+$21.2K	﹤0.01%	674

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

SHP Wealth Management's NULV Position: Q2 2026 in Review

SHP Wealth Management held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 474 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

SHP Wealth Management first reported a position in NULV in Q4 2025 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

SHP Wealth Management held 474 shares of Nuveen ESG Large-Cap Value ETF worth $23.7K as of Q2 2026.
SHP Wealth Management left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #743 holding.
SHP Wealth Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
280 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.