BOK Financial Private Wealth’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

BOK Financial Private Wealth’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 Q1	$29.6K	Hold	326	–	–	﹤0.01%	301
2025 Q4	$31.9K	Sell	326 -48	-13%	-$4.74K	﹤0.01%	325
2025 Q3	$37.2K	Hold	374	–	–	﹤0.01%	271
2025 Q2	$35.1K	Hold	374	–	–	﹤0.01%	274
2025 Q1	$29.3K	Sell	374 -1,467	-80%	-$124K	﹤0.01%	307
2024 Q4	$158K	Hold	1,841	–	–	0.01%	181
2024 Q3	$152K	Sell	1,841 -1,811	-50%	-$145K	0.01%	184
2024 Q2	$296K	Sell	3,652 -2,598	-42%	-$199K	0.02%	153
2024 Q1	$477K	Sell	6,250 -1,689	-21%	-$122K	0.04%	133
2023 Q4	$552K	Hold	7,939	–	–	0.04%	117
2023 Q3	$476K	Hold	7,939	–	–	0.04%	126
2023 Q2	$494K	Sell	7,939 -6,257	-44%	-$358K	0.04%	126
2023 Q1	$791K	Buy	14,196 +7	+0%	+$370	0.06%	112
2022 Q4	$694K	Buy	14,189 +1,865	+15%	+$91.7K	0.06%	113
2022 Q3	$568K	Buy	12,324 +4,101	+50%	+$211K	0.05%	123
2022 Q2	$396K	Buy	+8,223	New	+$433K	0.04%	137

Other funds holding NULG

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

BOK Financial Private Wealth's NULG Position: Q1 2026 in Review

BOK Financial Private Wealth held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q1 2026 at 326 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

BOK Financial Private Wealth first reported a position in NULG in Q2 2022 and has held it in 16 quarters since. The position peaked at $791K in Q1 2023. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

BOK Financial Private Wealth held 326 shares of Nuveen ESG Large-Cap Growth ETF worth $29.6K as of Q1 2026.
BOK Financial Private Wealth left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q1 2026.
Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #301 holding.
BOK Financial Private Wealth first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
BOK Financial Private Wealth's Nuveen ESG Large-Cap Growth ETF position peaked at $791K in Q1 2023.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.