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Stewardship Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Stewardship Advisors’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
2026
Q2 		$245K Hold
4,910
– – 0.05% 155
2026
Q1 		$223K Hold
4,910
– – 0.05% 154
2025
Q4 		$221K Hold
4,910
– – 0.05% 149
2025
Q3 		$215K Sell
4,910
-50
-1% -$2.13K 0.05% 149
2025
Q2 		$208K Sell
4,960
-261
-5% -$10.4K 0.05% 147
2025
Q1 		$211K Sell
5,221
-17,656
-77% -$716K 0.06% 139
2024
Q4 		$901K Sell
22,877
-79,518
-78% -$3.3M 0.25% 53
2024
Q3 		$4.27M Sell
102,395
-842
-0.8% -$33.3K 1.21% 23
2024
Q2 		$3.9M Sell
103,237
-14,990
-13% -$566K 1.29% 23
2024
Q1 		$4.59M Buy
118,227
+4,966
+4% +$182K 1.57% 20
2023
Q4 		$4.07M Buy
113,261
+2,480
+2% +$84.7K 1.47% 21
2023
Q3 		$3.72M Sell
110,781
-2,526
-2% -$88.3K 1.45% 23
2023
Q2 		$3.93M Sell
113,307
-78,385
-41% -$2.65M 1.48% 23
2023
Q1 		$6.53M Sell
191,692
-39,905
-17% -$1.38M 2.51% 17
2022
Q4 		$7.93M Sell
231,597
-4,260
-2% -$145K 3.19% 11
2022
Q3 		$7.28M Sell
235,857
-47,419
-17% -$1.62M 3.15% 12
2022
Q2 		$9.46M Buy
283,276
+7,137
+3% +$256K 3.97% 6
2022
Q1 		$10.5M Sell
276,139
-35,845
-11% -$1.35M 3.87% 8
2021
Q4 		$12.1M Buy
311,984
+75,355
+32% +$2.94M 4.36% 6
2021
Q3 		$8.87M Buy
236,629
+74,975
+46% +$2.87M 3.36% 8
2021
Q2 		$6.1M Buy
161,654
+40,976
+34% +$1.54M 2.29% 17
2021
Q1 		$4.37M Buy
120,678
+27,876
+30% +$956K 1.72% 18
2020
Q4 		$3.06M Buy
+92,802
New +$2.91M 1.25% 23

Other funds holding NULV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return

Stewardship Advisors's NULV Position: Q2 2026 in Review

Stewardship Advisors held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 4,910 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #155.

Stewardship Advisors first reported a position in NULV in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.1M in Q4 2021. 119 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Stewardship Advisors held 4,910 shares of Nuveen ESG Large-Cap Value ETF worth $245K as of Q2 2026.
  • Stewardship Advisors left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.05% of Stewardship Advisors's portfolio in Q2 2026, its #155 holding.
  • Stewardship Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Stewardship Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $12.1M in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.