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

WCG Wealth 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
2023 Q4	–	Sell	-12,365	Closed	-$415K	–	313
2023 Q3	$415K	Buy	+12,365	New	+$432K	0.03%	249
2023 Q2	–	Sell	-38,557	Closed	-$1.31M	–	182
2023 Q1	$1.31M	Sell	38,557 -18	-0%	-$620	0.17%	95
2022 Q4	$1.32M	Buy	38,575 +2,607	+7%	+$89K	0.18%	92
2022 Q3	$1.19M	Sell	35,968 -719	-2%	-$24.6K	0.16%	109
2022 Q2	$1.23M	Buy	+36,687	New	+$1.32M	0.17%	103

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WCG Wealth Advisors's NULV Position: Q4 2023 in Review

WCG Wealth Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q4 2023, closing a stake of 12,365 shares — an estimated $415K sold.

WCG Wealth Advisors first reported a position in NULV in Q2 2022 and held it in 5 quarters. The position peaked at $1.32M in Q4 2022. 220 funds tracked by Wall St. Rank hold NULV as of Q4 2023.

WCG Wealth Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
WCG Wealth Advisors sold 12,365 Nuveen ESG Large-Cap Value ETF shares in Q4 2023, an estimated $415K.
WCG Wealth Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and held it in 5 quarters.
WCG Wealth Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $1.32M in Q4 2022.
220 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q4 2023.

Based on WCG Wealth Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.