Stifel Financial
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Stifel Financial’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Stifel Financial’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 		$2.7M Buy
53,943
+390
+0.7% +$19.3K ﹤0.01% 1861
2026
Q1 		$2.44M Sell
53,553
-880
-2% -$41.1K ﹤0.01% 1818
2025
Q4 		$2.45M Sell
54,433
-383
-0.7% -$17.1K ﹤0.01% 1788
2025
Q3 		$2.4M Sell
54,816
-2,956
-5% -$126K ﹤0.01% 1781
2025
Q2 		$2.42M Buy
57,772
+1,515
+3% +$60.3K ﹤0.01% 1710
2025
Q1 		$2.28M Buy
56,257
+7,063
+14% +$286K ﹤0.01% 1678
2024
Q4 		$1.94M Buy
49,194
+459
+0.9% +$19.1K ﹤0.01% 1804
2024
Q3 		$2.03M Buy
48,735
+4,180
+9% +$166K ﹤0.01% 1765
2024
Q2 		$1.68M Sell
44,555
-6,137
-12% -$232K ﹤0.01% 1842
2024
Q1 		$1.97M Buy
50,692
+14,550
+40% +$534K ﹤0.01% 1729
2023
Q4 		$1.3M Buy
36,142
+166
+0.5% +$5.67K ﹤0.01% 1980
2023
Q3 		$1.21M Buy
35,976
+67
+0.2% +$2.34K ﹤0.01% 1916
2023
Q2 		$1.24M Sell
35,909
-3,621
-9% -$123K ﹤0.01% 1934
2023
Q1 		$1.35M Buy
39,530
+5,950
+18% +$205K ﹤0.01% 1827
2022
Q4 		$1.15M Sell
33,580
-3,003
-8% -$103K ﹤0.01% 1895
2022
Q3 		$1.13M Buy
36,583
+1,562
+4% +$53.4K ﹤0.01% 1886
2022
Q2 		$1.17M Buy
35,021
+21,303
+155% +$765K ﹤0.01% 1884
2022
Q1 		$522K Buy
13,718
+5,414
+65% +$203K ﹤0.01% 2555
2021
Q4 		$323K Sell
8,304
-1,425
-15% -$55.6K ﹤0.01% 2870
2021
Q3 		$365K Sell
9,729
-129
-1% -$4.94K ﹤0.01% 2770
2021
Q2 		$372K Buy
9,858
+2,555
+35% +$96.2K ﹤0.01% 2753
2021
Q1 		$264K Buy
+7,303
New +$250K ﹤0.01% 2862

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Stifel Financial's NULV Position: Q2 2026 in Review

Stifel Financial increased its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.73% in Q2 2026, buying an estimated $19.3K and bringing the position to 53,943 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1861.

Stifel Financial first reported a position in NULV in Q1 2021 and has held it in 22 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Stifel Financial held 53,943 shares of Nuveen ESG Large-Cap Value ETF worth $2.7M as of Q2 2026.
  • Stifel Financial bought 390 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $19.3K.
  • Nuveen ESG Large-Cap Value ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1861 holding.
  • Stifel Financial first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.