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Balasa Dinverno & Foltz’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Balasa Dinverno & Foltz’s Portfolio NULG Stock Details NULG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.07M Buy
23,325
+2,174
+10% +$112K 0.07% 119
2022
Q2 		$1.02M Buy
21,151
+3,972
+23% +$209K 0.06% 126
2022
Q1 		$1.04M Buy
17,179
+2,144
+14% +$128K 0.07% 130
2021
Q4 		$1.03M Buy
15,035
+7,773
+107% +$545K 0.07% 124
2021
Q3 		$475K Buy
7,262
+340
+5% +$22.9K 0.03% 199
2021
Q2 		$447K Buy
+6,922
New +$423K 0.03% 197

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Balasa Dinverno & Foltz's NULG Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 10% in Q3 2022, buying an estimated $112K and bringing the position to 23,325 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #119.

Balasa Dinverno & Foltz first reported a position in NULG in Q2 2021 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold NULG as of Q3 2022.

  • Balasa Dinverno & Foltz held 23,325 shares of Nuveen ESG Large-Cap Growth ETF worth $1.07M as of Q3 2022.
  • Balasa Dinverno & Foltz bought 2,174 Nuveen ESG Large-Cap Growth ETF shares in Q3 2022, an estimated $112K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.07% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #119 holding.
  • Balasa Dinverno & Foltz first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and has held it in 6 quarters since.
  • 127 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.