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Berkshire Bank’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Berkshire Bank’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 		$568K Sell
4,853
-105
-2% -$11.3K 0.11% 106
2026
Q1 		$451K Sell
4,958
-352
-7% -$33.7K 0.09% 111
2025
Q4 		$519K Sell
5,310
-45
-0.8% -$4.45K 0.11% 99
2025
Q3 		$533K Sell
5,355
-589
-10% -$57.3K 0.11% 96
2025
Q2 		$558K Sell
5,944
-510
-8% -$43K 0.13% 94
2025
Q1 		$505K Sell
6,454
-154
-2% -$13.1K 0.12% 99
2024
Q4 		$567K Sell
6,608
-567
-8% -$49K 0.13% 92
2024
Q3 		$593K Buy
7,175
+54
+0.8% +$4.33K 0.14% 91
2024
Q2 		$578K Hold
7,121
– – 0.15% 90
2024
Q1 		$543K Buy
7,121
+472
+7% +$34.2K 0.13% 96
2023
Q4 		$462K Sell
6,649
-107
-2% -$6.8K 0.12% 100
2023
Q3 		$405K Sell
6,756
-160
-2% -$10K 0.12% 101
2023
Q2 		$430K Sell
6,916
-94
-1% -$5.37K 0.12% 101
2023
Q1 		$391K Buy
7,010
+112
+2% +$5.92K 0.12% 101
2022
Q4 		$337K Buy
6,898
+816
+13% +$40.1K 0.1% 111
2022
Q3 		$280K Buy
6,082
+395
+7% +$20.3K 0.09% 114
2022
Q2 		$274K Sell
5,687
-161
-3% -$8.47K 0.08% 117
2022
Q1 		$355K Buy
5,848
+1,473
+34% +$87.7K 0.08% 113
2021
Q4 		$300K Buy
+4,375
New +$307K 0.07% 118

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

Berkshire Bank's NULG Position: Q2 2026 in Review

Berkshire Bank reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 2.1% in Q2 2026, selling an estimated $11.3K and leaving 4,853 shares worth $568K. The position accounts for 0.11% of the portfolio, ranked #106.

Berkshire Bank first reported a position in NULG in Q4 2021 and has held it in 19 quarters since. The position peaked at $593K in Q3 2024. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Berkshire Bank held 4,853 shares of Nuveen ESG Large-Cap Growth ETF worth $568K as of Q2 2026.
  • Berkshire Bank sold 105 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $11.3K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.11% of Berkshire Bank's portfolio in Q2 2026, its #106 holding.
  • Berkshire Bank first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Berkshire Bank's Nuveen ESG Large-Cap Growth ETF position peaked at $593K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.