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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Stearns Financial Services Group's NULV Position: Q3 2020 in Review

Stearns Financial Services Group increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 35% in Q3 2020, buying an estimated $188K and bringing the position to 24,677 shares worth $718K. The position accounts for 0.11% of the portfolio, ranked #80.

Stearns Financial Services Group first reported a position in NULV in Q4 2018 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold NULV as of Q3 2020.

Stearns Financial Services Group held 24,677 shares of Nuveen ESG Large-Cap Value ETF worth $718K as of Q3 2020.
Stearns Financial Services Group bought 6,442 Nuveen ESG Large-Cap Value ETF shares in Q3 2020, an estimated $188K.
Nuveen ESG Large-Cap Value ETF made up 0.11% of Stearns Financial Services Group's portfolio in Q3 2020, its #80 holding.
Stearns Financial Services Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2018 and has held it in 8 quarters since.
64 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.