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

Beaumont 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
2025 Q4	–	Sell	-3,100	Closed	-$308K	–	399
2025 Q3	$308K	Hold	3,100	–	–	0.02%	306
2025 Q2	$291K	Hold	3,100	–	–	0.02%	304
2025 Q1	$243K	Hold	3,100	–	–	0.02%	324
2024 Q4	$266K	Hold	3,100	–	–	0.02%	309
2024 Q3	$256K	Hold	3,100	–	–	0.02%	296
2024 Q2	$252K	Hold	3,100	–	–	0.02%	300
2024 Q1	$236K	Hold	3,100	–	–	0.02%	325
2023 Q4	$215K	Sell	3,100 -3,673	-54%	-$234K	0.02%	320
2023 Q3	$406K	Hold	6,773	–	–	0.04%	203
2023 Q2	$421K	Hold	6,773	–	–	0.04%	215
2023 Q1	$378K	Hold	6,773	–	–	0.04%	214
2022 Q4	$331K	Sell	6,773 -1,150	-15%	-$56.5K	0.03%	232
2022 Q3	$365K	Hold	7,923	–	–	0.04%	207
2022 Q2	$382K	Hold	7,923	–	–	0.03%	209
2022 Q1	$481K	Hold	7,923	–	–	0.04%	214
2021 Q4	$543K	Hold	7,923	–	–	0.04%	198
2021 Q3	$519K	Sell	7,923 -150	-2%	-$10.1K	0.04%	197
2021 Q2	$521K	Hold	8,073	–	–	0.04%	203
2021 Q1	$468K	Hold	8,073	–	–	0.04%	203
2020 Q4	$455K	Hold	8,073	–	–	0.04%	204
2020 Q3	$411K	Hold	8,073	–	–	0.04%	212
2020 Q2	$370K	Hold	8,073	–	–	0.04%	208
2020 Q1	$285K	Hold	8,073	–	–	0.04%	194
2019 Q4	$335K	Hold	8,073	–	–	0.03%	213
2019 Q3	$308K	Hold	8,073	–	–	0.03%	215
2019 Q2	$300K	Buy	8,073 +553	+7%	+$20K	0.03%	197
2019 Q1	$265K	Buy	+7,520	New	+$250K	0.03%	198
2018 Q4	–	Sell	-6,510	Closed	-$243K	–	227
2018 Q3	$243K	Buy	6,510 +290	+5%	+$10.5K	0.02%	202
2018 Q2	$213K	Hold	6,220	–	–	0.02%	193
2018 Q1	$201K	Buy	+6,220	New	+$203K	0.02%	196

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beaumont Financial Advisors's NULG Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2025, closing a stake of 3,100 shares — an estimated $308K sold.

Beaumont Financial Advisors first reported a position in NULG in Q1 2018 and held it in 30 quarters. The position peaked at $543K in Q4 2021. 287 funds tracked by Wall St. Rank hold NULG as of Q4 2025.

Beaumont Financial Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 3,100 Nuveen ESG Large-Cap Growth ETF shares in Q4 2025, an estimated $308K.
Beaumont Financial Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2018 and held it in 30 quarters.
Beaumont Financial Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $543K in Q4 2021.
287 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.