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Stephens Consulting’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Stephens Consulting’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
Q3 		– Sell
-189
Closed -$7.92K – 915
2025
Q2 		$7.92K Buy
+189
New +$7.52K ﹤0.01% 353

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stephens Consulting's NULV Position: Q3 2025 in Review

Stephens Consulting sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2025, closing a stake of 189 shares — an estimated $7.92K sold.

Stephens Consulting first reported a position in NULV in Q2 2025 and held it in 1 quarter. The position peaked at $7.92K in Q2 2025. 256 funds tracked by Wall St. Rank hold NULV as of Q3 2025.

  • Stephens Consulting reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 189 Nuveen ESG Large-Cap Value ETF shares in Q3 2025, an estimated $7.92K.
  • Stephens Consulting first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Nuveen ESG Large-Cap Value ETF position peaked at $7.92K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.