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Bartlett & Co’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Bartlett & Co’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
2023
Q4 		$4K Hold
59
– – ﹤0.01% 1099
2023
Q3 		$4K Hold
59
– – ﹤0.01% 1020
2023
Q2 		$4K Buy
+59
New +$3.37K ﹤0.01% 1014

Other funds holding NULG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co's NULG Position: Q4 2023 in Review

Bartlett & Co held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q4 2023 at 59 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Bartlett & Co first reported a position in NULG in Q2 2023 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold NULG as of Q4 2023.

  • Bartlett & Co held 59 shares of Nuveen ESG Large-Cap Growth ETF worth $4K as of Q4 2023.
  • Bartlett & Co left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q4 2023.
  • Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1099 holding.
  • Bartlett & Co first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2023 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.