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WealthShield Partners’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

WealthShield Partners’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 		– Sell
-30,229
Closed -$1.38M – 528
2026
Q1 		$1.38M Buy
30,229
+2,371
+9% +$111K 0.15% 155
2025
Q4 		$1.26M Buy
27,858
+555
+2% +$24.8K 0.14% 152
2025
Q3 		$1.2M Sell
27,303
-712
-3% -$30.4K 0.14% 158
2025
Q2 		$1.17M Sell
28,015
-7,771
-22% -$309K 0.14% 159
2025
Q1 		$1.45M Sell
35,786
-1,274
-3% -$51.7K 0.19% 129
2024
Q4 		$1.46M Buy
37,060
+5,366
+17% +$223K 0.21% 116
2024
Q3 		$1.32M Buy
31,694
+1,978
+7% +$78.3K 0.18% 129
2024
Q2 		$1.12M Sell
29,716
-312
-1% -$11.8K 0.17% 136
2024
Q1 		$1.17M Sell
30,028
-191
-0.6% -$7.01K 0.19% 132
2023
Q4 		$1.09M Sell
30,219
-18,696
-38% -$639K 0.18% 140
2023
Q3 		$1.64M Buy
48,915
+10,620
+28% +$371K 0.25% 111
2023
Q2 		$1.33M Sell
38,295
-3,214
-8% -$109K 0.2% 124
2023
Q1 		$1.41M Sell
41,509
-22
-0.1% -$758 0.23% 115
2022
Q4 		$1.42M Buy
41,531
+2,150
+5% +$73.4K 0.27% 106
2022
Q3 		$1.22M Sell
39,381
-606
-2% -$20.7K 0.24% 107
2022
Q2 		$1.33M Sell
39,987
-149
-0.4% -$5.35K 0.26% 95
2022
Q1 		$1.53M Buy
+40,136
New +$1.51M 0.24% 98
2021
Q3 		– Sell
-2,423
Closed -$91K – 559
2021
Q2 		$91K Hold
2,423
– – 0.01% 376
2021
Q1 		$88K Buy
+2,423
New +$83.1K 0.02% 358
2020
Q4 		– Sell
-2,071
Closed -$60K – 365
2020
Q3 		$60K Hold
2,071
– – 0.02% 295
2020
Q2 		$58K Hold
2,071
– – 0.03% 243
2020
Q1 		$51K Hold
2,071
– – 0.03% 189
2019
Q4 		$68K Hold
2,071
– – 0.03% 203
2019
Q3 		$65K Buy
+2,071
New +$63.1K 0.03% 192
2019
Q2 		– Sell
-2,071
Closed -$61K – 265
2019
Q1 		$61K Buy
+2,071
New +$58.7K 0.03% 185

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

WealthShield Partners's NULV Position: Q2 2026 in Review

WealthShield Partners sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2026, closing a stake of 30,229 shares — an estimated $1.38M sold.

WealthShield Partners first reported a position in NULV in Q1 2019 and held it in 25 quarters. The position peaked at $1.64M in Q3 2023. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • WealthShield Partners reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 30,229 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.38M.
  • WealthShield Partners first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2019 and held it in 25 quarters.
  • WealthShield Partners's Nuveen ESG Large-Cap Value ETF position peaked at $1.64M in Q3 2023.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.