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

Wipfli 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
2022 Q3	$84K	Buy	+2,708	New	+$92.6K	0.01%	813
2021 Q4	–	Sell	-13,534	Closed	-$507K	–	48
2021 Q3	$507K	Hold	13,534	–	–	0.06%	30
2021 Q2	$511K	Sell	13,534 -1,696	-11%	-$63.9K	0.07%	28
2021 Q1	$551K	Buy	15,230 +3,509	+30%	+$120K	0.3%	19
2020 Q4	$386K	Buy	+11,721	New	+$367K	0.23%	25

Other funds holding NULV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wipfli Financial Advisors's NULV Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2022: 2,708 shares worth $84K. The stake represents 0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in NULV as recently as Q3 2021.

Wipfli Financial Advisors first reported a position in NULV in Q4 2020 and has held it in 5 quarters since. The position peaked at $551K in Q1 2021. 180 funds tracked by Wall St. Rank hold NULV as of Q3 2022.

Wipfli Financial Advisors held 2,708 shares of Nuveen ESG Large-Cap Value ETF worth $84K as of Q3 2022.
Nuveen ESG Large-Cap Value ETF was a new Wipfli Financial Advisors position in Q3 2022.
Nuveen ESG Large-Cap Value ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #813 holding.
Wipfli Financial Advisors first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2020 and has held it in 5 quarters since.
Wipfli Financial Advisors's Nuveen ESG Large-Cap Value ETF position peaked at $551K in Q1 2021.
180 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.