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Wood Tarver Financial Group’s Nuveen ESG Large-Cap Value ETF NULV Stock Holding History

Wood Tarver Financial 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
2025
Q3 		– Sell
-2,905
Closed -$121K – 475
2025
Q2 		$121K Buy
2,905
+313
+12% +$12.5K 0.04% 190
2025
Q1 		$105K Hold
2,592
– – 0.03% 189
2024
Q4 		$102K Buy
+2,592
New +$108K 0.03% 191

Other funds holding NULV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wood Tarver Financial Group's NULV Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Nuveen ESG Large-Cap Value ETF (NULV) in Q3 2025, closing a stake of 2,905 shares — an estimated $121K sold.

Wood Tarver Financial Group first reported a position in NULV in Q4 2024 and held it in 3 quarters. The position peaked at $121K in Q2 2025. 256 funds tracked by Wall St. Rank hold NULV as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Nuveen ESG Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 2,905 Nuveen ESG Large-Cap Value ETF shares in Q3 2025, an estimated $121K.
  • Wood Tarver Financial Group first reported a position in Nuveen ESG Large-Cap Value ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Nuveen ESG Large-Cap Value ETF position peaked at $121K in Q2 2025.
  • 256 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Value ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.