Beacon Financial Advisory’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Beacon Financial Advisory’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
2025 Q1	–	Sell	-2,504	Closed	-$215K	–	334
2024 Q4	$215K	Buy	2,504 +4	+0.2%	+$346	0.07%	275
2024 Q3	$207K	Hold	2,500	–	–	0.07%	279
2024 Q2	$203K	Sell	2,500 -830	-25%	-$63.5K	0.08%	273
2024 Q1	$254K	Buy	3,330 +2	+0.1%	+$145	0.12%	200
2023 Q4	$231K	Buy	+3,328	New	+$212K	0.11%	221
2023 Q3	–	Sell	-3,315	Closed	-$206K	–	230
2023 Q2	$206K	Buy	+3,315	New	+$189K	0.12%	205
2022 Q2	–	Sell	-3,302	Closed	-$201K	–	235
2022 Q1	$201K	Hold	3,302	–	–	0.1%	229
2021 Q4	$226K	Buy	3,302 +166	+5%	+$11.6K	0.1%	221
2021 Q3	$205K	Hold	3,136	–	–	0.11%	223
2021 Q2	$202K	Buy	+3,136	New	+$192K	0.11%	214

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Financial Advisory's NULG Position: Q1 2025 in Review

Beacon Financial Advisory sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2025, closing a stake of 2,504 shares — an estimated $215K sold.

Beacon Financial Advisory first reported a position in NULG in Q2 2021 and held it in 10 quarters. The position peaked at $254K in Q1 2024. 237 funds tracked by Wall St. Rank hold NULG as of Q1 2025.

Beacon Financial Advisory reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Beacon Financial Advisory sold 2,504 Nuveen ESG Large-Cap Growth ETF shares in Q1 2025, an estimated $215K.
Beacon Financial Advisory first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and held it in 10 quarters.
Beacon Financial Advisory's Nuveen ESG Large-Cap Growth ETF position peaked at $254K in Q1 2024.
237 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2025.

Based on Beacon Financial Advisory's 13F filing for Q1 2025, filed 24 Apr 2025.