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Sonoma Private Wealth’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Sonoma Private Wealth’s Portfolio NULV Stock Details NULV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,558
Closed -$225K – 73
2025
Q1 		$225K Sell
5,558
-1,393
-20% -$56.4K 0.31% 66
2024
Q4 		$274K Sell
6,951
-352
-5% -$13.9K 0.44% 69
2024
Q3 		$305K Buy
+7,303
New +$305K 0.47% 73