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

Wescott Financial Advisory Group’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 		$1.22M Sell
24,395
-23
-0.1% -$1.14K 0.09% 93
2026
Q1 		$1.11M Buy
24,418
+235
+1% +$11K 0.1% 93
2025
Q4 		$1.09M Buy
24,183
+2,595
+12% +$116K 0.1% 95
2025
Q3 		$946K Buy
21,588
+1,344
+7% +$57.3K 0.08% 96
2025
Q2 		$849K Buy
20,244
+3,500
+21% +$139K 0.08% 97
2025
Q1 		$678K Sell
16,744
-53
-0.3% -$2.15K 0.07% 98
2024
Q4 		$661K Buy
16,797
+1,982
+13% +$82.3K 0.07% 103
2024
Q3 		$618K Sell
14,815
-295
-2% -$11.7K 0.07% 102
2024
Q2 		$571K Buy
15,110
+4,942
+49% +$187K 0.07% 108
2024
Q1 		$395K Sell
10,168
-896
-8% -$32.9K 0.05% 120
2023
Q4 		$397K Buy
11,064
+636
+6% +$21.7K 0.06% 116
2023
Q3 		$350K Buy
10,428
+1,683
+19% +$58.8K 0.06% 117
2023
Q2 		$303K Buy
8,745
+606
+7% +$20.5K 0.05% 131
2023
Q1 		$277K Buy
8,139
+85
+1% +$2.93K 0.06% 128
2022
Q4 		$276K Sell
8,054
-1,594
-17% -$54.4K 0.06% 128
2022
Q3 		$298K Buy
9,648
+368
+4% +$12.6K 0.08% 113
2022
Q2 		$310K Buy
9,280
+1,790
+24% +$64.2K 0.08% 107
2022
Q1 		$285K Buy
7,490
+795
+12% +$29.9K 0.07% 106
2021
Q4 		$260K Buy
6,695
+1,172
+21% +$45.7K 0.13% 59
2021
Q3 		$207K Buy
+5,523
New +$212K 0.12% 65

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

Wescott Financial Advisory Group's NULV Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Nuveen ESG Large-Cap Value ETF (NULV) stake by 0.09% in Q2 2026, selling an estimated $1.14K and leaving 24,395 shares worth $1.22M. The position accounts for 0.09% of the portfolio, ranked #93.

Wescott Financial Advisory Group first reported a position in NULV in Q3 2021 and has held it in 20 quarters since. 279 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Wescott Financial Advisory Group held 24,395 shares of Nuveen ESG Large-Cap Value ETF worth $1.22M as of Q2 2026.
  • Wescott Financial Advisory Group sold 23 Nuveen ESG Large-Cap Value ETF shares in Q2 2026, an estimated $1.14K.
  • Nuveen ESG Large-Cap Value ETF made up 0.09% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #93 holding.
  • Wescott Financial Advisory Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.