Wescott Financial Advisory Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$849K Buy
2025
Q1
$678K Sell
2024
Q4
$661K Buy
2024
Q3
$618K Sell
2024
Q2
$571K Buy
2024
Q1
$395K Sell
2023
Q4
$397K Buy
2023
Q3
$350K Buy
2023
Q2
$303K Buy
2023
Q1
$277K Buy
2022
Q4
$276K Sell
2022
Q3
$298K Buy
2022
Q2
$310K Buy
2022
Q1
$285K Buy
2021
Q4
$260K Buy
2021
Q3
$207K Buy