Westside Investment Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Westside Investment Management’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
2024 Q2	–	Sell	-500	Closed	-$19.4K	–	999
2024 Q1	$19.4K	Sell	500 -450	-47%	-$16.5K	﹤0.01%	522
2023 Q4	$34.1K	Hold	950	–	–	0.01%	413
2023 Q3	$31.9K	Sell	950 -50	-5%	-$1.75K	0.01%	414
2023 Q2	$34.6K	Hold	1,000	–	–	0.01%	407
2023 Q1	$34.1K	Hold	1,000	–	–	0.01%	411
2022 Q4	$34	Hold	1,000	–	–	﹤0.01%	456
2022 Q3	$30	Hold	1,000	–	–	﹤0.01%	461
2022 Q2	$33	Buy	1,000 +200	+25%	+$7.18K	﹤0.01%	450
2022 Q1	$30	Buy	800 +300	+60%	+$11.3K	﹤0.01%	472
2021 Q4	$19	Hold	500	–	–	﹤0.01%	511
2021 Q3	$18	Hold	500	–	–	﹤0.01%	501
2021 Q2	$18	Buy	500 +200	+67%	+$7.53K	﹤0.01%	494
2021 Q1	$10	Buy	+300	New	+$10.3K	﹤0.01%	557

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Westside Investment Management's NULV Position: Q2 2024 in Review

Westside Investment Management sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q2 2024, closing a stake of 500 shares — an estimated $19.4K sold.

Westside Investment Management first reported a position in NULV in Q1 2021 and held it in 13 quarters. The position peaked at $34.6K in Q2 2023. 235 funds tracked by Wall St. Rank hold NULV as of Q2 2024.

Westside Investment Management reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Westside Investment Management sold 500 Nuveen ESG Large-Cap Value ETF shares in Q2 2024, an estimated $19.4K.
Westside Investment Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q1 2021 and held it in 13 quarters.
Westside Investment Management's Nuveen ESG Large-Cap Value ETF position peaked at $34.6K in Q2 2023.
235 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2024.

Based on Westside Investment Management's 13F filing for Q2 2024, filed 17 Jul 2024.