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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,558
Closed -$225K – 73
2025
Q1 		$225K Sell
5,558
-1,393
-20% -$56.5K 0.31% 66
2024
Q4 		$274K Sell
6,951
-352
-5% -$14.6K 0.44% 69
2024
Q3 		$305K Buy
+7,303
New +$289K 0.47% 73

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Sonoma Private Wealth's NULV Position: Q2 2025 in Review

Sonoma Private Wealth sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2025, closing a stake of 5,558 shares — an estimated $225K sold.

Sonoma Private Wealth first reported a position in NULV in Q3 2024 and held it in 3 quarters. The position peaked at $305K in Q3 2024. 253 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

  • Sonoma Private Wealth reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Sonoma Private Wealth sold 5,558 Nuveen ESG Large-Cap Value ETF shares in Q2 2025, an estimated $225K.
  • Sonoma Private Wealth first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2024 and held it in 3 quarters.
  • Sonoma Private Wealth's Nuveen ESG Large-Cap Value ETF position peaked at $305K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Sonoma Private Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.