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Walkner Condon Financial Advisors’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Walkner Condon Financial 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 		$698K Sell
13,971
-148
-1% -$7.31K 0.08% 158
2026
Q1 		$642K Sell
14,119
-134
-0.9% -$6.25K 0.08% 150
2025
Q4 		$642K Sell
14,253
-140
-1% -$6.25K 0.09% 151
2025
Q3 		$631K Sell
14,393
-146
-1% -$6.23K 0.1% 147
2025
Q2 		$609K Buy
14,539
+47
+0.3% +$1.87K 0.11% 134
2025
Q1 		$587K Buy
14,492
+406
+3% +$16.5K 0.12% 133
2024
Q4 		$555K Sell
14,086
-2,301
-14% -$95.5K 0.11% 147
2024
Q3 		$684K Sell
16,387
-398
-2% -$15.8K 0.14% 124
2024
Q2 		$634K Sell
16,785
-1,619
-9% -$61.2K 0.14% 123
2024
Q1 		$715K Sell
18,404
-117
-0.6% -$4.3K 0.15% 119
2023
Q4 		$665K Sell
18,521
-5,616
-23% -$192K 0.15% 121
2023
Q3 		$811K Sell
24,137
-1,078
-4% -$37.7K 0.22% 97
2023
Q2 		$874K Buy
25,215
+1,474
+6% +$49.9K 0.23% 94
2023
Q1 		$809K Sell
23,741
-121
-0.5% -$4.17K 0.23% 97
2022
Q4 		$817K Sell
23,862
-1,866
-7% -$63.7K 0.24% 86
2022
Q3 		$794K Buy
25,728
+46
+0.2% +$1.57K 0.26% 84
2022
Q2 		$857K Sell
25,682
-2,504
-9% -$89.9K 0.27% 80
2022
Q1 		$1.07M Buy
+28,186
New +$1.06M 0.3% 73
2021
Q4 		– Sell
-30,899
Closed -$1.16M – 159
2021
Q3 		$1.16M Sell
30,899
-628
-2% -$24.1K 0.57% 39
2021
Q2 		$1.19M Sell
31,527
-29,775
-49% -$1.12M 0.44% 52
2021
Q1 		$2.22M Buy
61,302
+3,504
+6% +$120K 0.86% 33
2020
Q4 		$1.9M Buy
57,798
+4,791
+9% +$150K 0.82% 30
2020
Q3 		$1.54M Buy
53,007
+7,307
+16% +$213K 0.83% 31
2020
Q2 		$1.27M Sell
45,700
-2,494
-5% -$67.2K 1.12% 18
2020
Q1 		$1.18M Buy
48,194
+14,607
+43% +$438K 1.26% 16
2019
Q4 		$1.1M Buy
+33,587
New +$1.07M 1.06% 18

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

Walkner Condon Financial Advisors's NULV Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 1% in Q2 2026, selling an estimated $7.31K and leaving 13,971 shares worth $698K. The position accounts for 0.08% of the portfolio, ranked #158.

Walkner Condon Financial Advisors first reported a position in NULV in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.22M in Q1 2021. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Walkner Condon Financial Advisors held 13,971 shares of Nuveen ESG Large-Cap Value ETF worth $698K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 148 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $7.31K.
  • Nuveen ESG Large-Cap Value ETF made up 0.08% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Walkner Condon Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Walkner Condon Financial Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $2.22M in Q1 2021.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.