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Stonebridge Financial Group (Pennsylvania)’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-2,396
Closed -$97K – 688
2025
Q1 		$97K Sell
2,396
-176
-7% -$7.14K 0.01% 299
2024
Q4 		$101K Buy
+2,572
New +$107K 0.01% 294

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Morgan Stanley
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Envestnet Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s NULV Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2025, closing a stake of 2,396 shares — an estimated $97K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in NULV in Q4 2024 and held it in 2 quarters. The position peaked at $101K in Q4 2024. 253 funds tracked by Wall St. Rank hold NULV as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 2,396 Nuveen ESG Large-Cap Value ETF shares in Q2 2025, an estimated $97K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Nuveen ESG Large-Cap Value ETF position peaked at $101K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.