WFA
NULV icon

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

Wells 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
2023
Q2 		– Sell
-2,922
Closed -$99.6K – 69
2023
Q1 		$99.6K Hold
2,922
– – 0.08% 48
2022
Q4 		$100K Buy
2,922
+1,282
+78% +$43.8K 0.08% 48
2022
Q3 		$51K Buy
1,640
+200
+14% +$6.84K 0.05% 49
2022
Q2 		$48K Buy
+1,440
New +$51.7K 0.04% 44

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Financial Advisors's NULV Position: Q2 2023 in Review

Wells Financial Advisors sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2023, closing a stake of 2,922 shares — an estimated $99.6K sold.

Wells Financial Advisors first reported a position in NULV in Q2 2022 and held it in 4 quarters. The position peaked at $100K in Q4 2022. 202 funds tracked by Wall St. Rank hold NULV as of Q2 2023.

  • Wells Financial Advisors reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • Wells Financial Advisors sold 2,922 Nuveen ESG Large-Cap Value ETF shares in Q2 2023, an estimated $99.6K.
  • Wells Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q2 2022 and held it in 4 quarters.
  • Wells Financial Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $100K in Q4 2022.
  • 202 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2023.

Based on Wells Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.