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Baltimore-Washington Financial Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Baltimore-Washington Financial Advisors’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
2026
Q2 		$1.88M Sell
16,076
-157
-1% -$16.9K 0.07% 82
2026
Q1 		$1.48M Hold
16,233
– – 0.06% 79
2025
Q4 		$1.59M Sell
16,233
-60
-0.4% -$5.93K 0.07% 79
2025
Q3 		$1.62M Sell
16,293
-518
-3% -$50.4K 0.07% 83
2025
Q2 		$1.58M Buy
16,811
+98
+0.6% +$8.27K 0.07% 83
2025
Q1 		$1.31M Hold
16,713
– – 0.07% 82
2024
Q4 		$1.43M Buy
16,713
+101
+0.6% +$8.74K 0.07% 85
2024
Q3 		$1.37M Sell
16,612
-98
-0.6% -$7.86K 0.07% 85
2024
Q2 		$1.36M Sell
16,710
-728
-4% -$55.7K 0.08% 86
2024
Q1 		$1.33M Sell
17,438
-20
-0.1% -$1.45K 0.08% 86
2023
Q4 		$1.21M Sell
17,458
-83
-0.5% -$5.28K 0.08% 92
2023
Q3 		$1.05M Sell
17,541
-160
-0.9% -$10K 0.09% 95
2023
Q2 		$1.1M Sell
17,701
-1,151
-6% -$65.8K 0.09% 97
2023
Q1 		$1.05M Sell
18,852
-58
-0.3% -$3.06K 0.09% 101
2022
Q4 		$925K Sell
18,910
-1,970
-9% -$96.9K 0.09% 96
2022
Q3 		$962K Buy
20,880
+1,384
+7% +$71.2K 0.08% 98
2022
Q2 		$939K Buy
19,496
+4,555
+30% +$240K 0.1% 87
2022
Q1 		$866K Sell
14,941
-3,805
-20% -$226K 0.08% 100
2021
Q4 		$1.28M Buy
18,746
+3,570
+24% +$250K 0.1% 89
2021
Q3 		$993K Hold
15,176
– – 0.09% 91
2021
Q2 		$979K Buy
15,176
+235
+2% +$14.4K 0.09% 91
2021
Q1 		$866K Buy
14,941
+1,806
+14% +$104K 0.09% 88
2020
Q4 		$739K Buy
13,135
+6,635
+102% +$357K 0.08% 86
2020
Q3 		$330K Buy
+6,500
New +$322K 0.04% 94

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Baltimore-Washington Financial Advisors's NULG Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.97% in Q2 2026, selling an estimated $16.9K and leaving 16,076 shares worth $1.88M. The position accounts for 0.07% of the portfolio, ranked #82.

Baltimore-Washington Financial Advisors first reported a position in NULG in Q3 2020 and has held it in 24 quarters since. 316 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 16,076 shares of Nuveen ESG Large-Cap Growth ETF worth $1.88M as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 157 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $16.9K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.07% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 316 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.