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

TrustCore Financial Services’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
2022 Q3	–	Sell	-1,082	Closed	-$36K	–	1135
2022 Q2	$36K	Hold	1,082	–	–	﹤0.01%	520
2022 Q1	$41K	Hold	1,082	–	–	﹤0.01%	520
2021 Q4	$42K	Hold	1,082	–	–	﹤0.01%	475
2021 Q3	$41K	Buy	1,082 +161	+17%	+$6.17K	﹤0.01%	522
2021 Q2	$35K	Hold	921	–	–	﹤0.01%	535
2021 Q1	$33K	Buy	+921	New	+$31.6K	﹤0.01%	511

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

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

TrustCore Financial Services's NULV Position: Q3 2022 in Review

TrustCore Financial Services sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2022, closing a stake of 1,082 shares — an estimated $36K sold.

TrustCore Financial Services first reported a position in NULV in Q1 2021 and held it in 6 quarters. The position peaked at $42K in Q4 2021. 180 funds tracked by Wall St. Rank hold NULV as of Q3 2022.

TrustCore Financial Services reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
TrustCore Financial Services sold 1,082 Nuveen ESG Large-Cap Value ETF shares in Q3 2022, an estimated $36K.
TrustCore Financial Services first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and held it in 6 quarters.
TrustCore Financial Services's Nuveen ESG Large-Cap Value ETF position peaked at $42K in Q4 2021.
180 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2022.

Based on TrustCore Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.