Capital Market Strategies’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Capital Market Strategies’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 Q2	$216K	Buy	+2,304	New	+$194K	0.15%	123
2025 Q1	–	Sell	-4,318	Closed	-$371K	–	157
2024 Q4	$371K	Sell	4,318 -94	-2%	-$8.13K	0.21%	101
2024 Q3	$365K	Sell	4,412 -340	-7%	-$27.3K	0.22%	91
2024 Q2	$386K	Sell	4,752 -589	-11%	-$45K	0.24%	83
2024 Q1	$407K	Buy	5,341 +2	+0%	+$145	0.31%	74
2023 Q4	$371K	Sell	5,339 -293	-5%	-$18.6K	0.32%	75
2023 Q3	$332K	Sell	5,632 -370	-6%	-$23.1K	0.33%	79
2023 Q2	$373K	Buy	+6,002	New	+$343K	0.35%	73
2023 Q1	–	Sell	-7,199	Closed	-$352K	–	101
2022 Q4	$352K	Buy	7,199 +304	+4%	+$14.9K	0.38%	69
2022 Q3	$318K	Sell	6,895 -303	-4%	-$15.6K	0.36%	80
2022 Q2	$347K	Buy	7,198 +20	+0.3%	+$1.05K	0.36%	79
2022 Q1	$436K	Sell	7,178 -2,241	-24%	-$133K	0.38%	73
2021 Q4	$646K	Buy	+9,419	New	+$660K	0.53%	47

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Capital Market Strategies's NULG Position: Q2 2025 in Review

Capital Market Strategies opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2025: 2,304 shares worth $216K. The stake represents 0.15% of the portfolio and ranks #123 among its holdings. This is a return to the name: Capital Market Strategies previously reported a position in NULG as recently as Q4 2024.

Capital Market Strategies first reported a position in NULG in Q4 2021 and has held it in 13 quarters since. The position peaked at $646K in Q4 2021. 248 funds tracked by Wall St. Rank hold NULG as of Q2 2025.

Capital Market Strategies held 2,304 shares of Nuveen ESG Large-Cap Growth ETF worth $216K as of Q2 2025.
Nuveen ESG Large-Cap Growth ETF was a new Capital Market Strategies position in Q2 2025.
Nuveen ESG Large-Cap Growth ETF made up 0.15% of Capital Market Strategies's portfolio in Q2 2025, its #123 holding.
Capital Market Strategies first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
Capital Market Strategies's Nuveen ESG Large-Cap Growth ETF position peaked at $646K in Q4 2021.
248 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.