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Wolff Financial Management’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Wolff Financial 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
2026
Q2 		$368K Hold
7,362
– – 0.07% 83
2026
Q1 		$335K Hold
7,362
– – 0.07% 84
2025
Q4 		$332K Buy
7,362
+118
+2% +$5.27K 0.07% 82
2025
Q3 		$317K Hold
7,244
– – 0.07% 85
2025
Q2 		$304K Hold
7,244
– – 0.08% 81
2025
Q1 		$293K Buy
7,244
+222
+3% +$9K 0.08% 79
2024
Q4 		$276K Buy
7,022
+144
+2% +$5.98K 0.08% 83
2024
Q3 		$287K Buy
+6,878
New +$272K 0.08% 84

Other funds holding NULV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wolff Financial Management's NULV Position: Q2 2026 in Review

Wolff Financial Management held its Nuveen ESG Large-Cap Value ETF (NULV) position steady in Q2 2026 at 7,362 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #83.

Wolff Financial Management first reported a position in NULV in Q3 2024 and has held it in 8 quarters since. 60 funds tracked by Wall St. Rank hold NULV as of Q2 2026.

  • Wolff Financial Management held 7,362 shares of Nuveen ESG Large-Cap Value ETF worth $368K as of Q2 2026.
  • Wolff Financial Management left its Nuveen ESG Large-Cap Value ETF share count unchanged in Q2 2026.
  • Nuveen ESG Large-Cap Value ETF made up 0.07% of Wolff Financial Management's portfolio in Q2 2026, its #83 holding.
  • Wolff Financial Management first reported a position in Nuveen ESG Large-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 60 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.