Bryn Mawr Capital Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Bryn Mawr Capital Management’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	-5,727	Closed	-$492K	–	424
2024 Q4	$492K	Hold	5,727	–	–	0.03%	282
2024 Q3	$473K	Hold	5,727	–	–	0.03%	288
2024 Q2	$465K	Hold	5,727	–	–	0.03%	285
2024 Q1	$437K	Buy	5,727 +1,259	+28%	+$91.3K	0.02%	300
2023 Q4	$310K	Hold	4,468	–	–	0.02%	333
2023 Q3	$268K	Hold	4,468	–	–	0.02%	337
2023 Q2	$278K	Hold	4,468	–	–	0.03%	254
2023 Q1	$249K	Hold	4,468	–	–	0.03%	249
2022 Q4	$218K	Hold	4,468	–	–	0.02%	255
2022 Q3	$206K	Hold	4,468	–	–	0.07%	133
2022 Q2	$215K	Hold	4,468	–	–	0.07%	140
2022 Q1	$271K	Hold	4,468	–	–	0.08%	136
2021 Q4	$306K	Hold	4,468	–	–	0.12%	80
2021 Q3	$292K	Hold	4,468	–	–	0.13%	74
2021 Q2	$288K	Buy	+4,468	New	+$273K	0.13%	73

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

Bryn Mawr Capital Management's NULG Position: Q1 2025 in Review

Bryn Mawr Capital Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2025, closing a stake of 5,727 shares — an estimated $492K sold.

Bryn Mawr Capital Management first reported a position in NULG in Q2 2021 and held it in 15 quarters. The position peaked at $492K in Q4 2024. 237 funds tracked by Wall St. Rank hold NULG as of Q1 2025.

Bryn Mawr Capital Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Bryn Mawr Capital Management sold 5,727 Nuveen ESG Large-Cap Growth ETF shares in Q1 2025, an estimated $492K.
Bryn Mawr Capital Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and held it in 15 quarters.
Bryn Mawr Capital Management's Nuveen ESG Large-Cap Growth ETF position peaked at $492K in Q4 2024.
237 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2025.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2025, filed 2 May 2025.