SFSG
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Stearns Financial Services Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Stearns Financial Services Group’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
2020
Q3 		$718K Buy
24,677
+6,442
+35% +$188K 0.11% 80
2020
Q2 		$509K Sell
18,235
-6,137
-25% -$165K 0.08% 89
2020
Q1 		$595K Buy
24,372
+7,395
+44% +$222K 0.11% 79
2019
Q4 		$557K Hold
16,977
– – 0.09% 82
2019
Q3 		$530K Buy
16,977
+8,628
+103% +$263K 0.09% 81
2019
Q2 		$253K Buy
8,349
+2,289
+38% +$67.9K 0.05% 115
2019
Q1 		$178K Buy
6,060
+2,630
+77% +$74.6K 0.03% 129
2018
Q4 		$90K Buy
+3,430
New +$98.8K 0.02% 138

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return