Cary Street Partners Investment Advisory’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-18,182	Closed	-$1.5M	–	679
2024 Q3	$1.5M	Hold	18,182	–	–	0.06%	308
2024 Q2	$1.48M	Buy	18,182 +1,159	+7%	+$88.6K	0.06%	299
2024 Q1	$1.3M	Buy	17,023 +789	+5%	+$57.2K	0.05%	306
2023 Q4	$1.13M	Buy	16,234 +1,179	+8%	+$75K	0.05%	298
2023 Q3	$903K	Buy	15,055 +2,206	+17%	+$138K	0.05%	315
2023 Q2	$799K	Hold	12,849	–	–	0.05%	298
2023 Q1	$716K	Buy	+12,849	New	+$679K	0.05%	289

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 $1.69B 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 $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $44.6B AUM 28.94% 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

Cary Street Partners Investment Advisory's NULG Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2024, closing a stake of 18,182 shares — an estimated $1.5M sold.

Cary Street Partners Investment Advisory first reported a position in NULG in Q1 2023 and held it in 7 quarters. The position peaked at $1.5M in Q3 2024. 249 funds tracked by Wall St. Rank hold NULG as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 18,182 Nuveen ESG Large-Cap Growth ETF shares in Q4 2024, an estimated $1.5M.
Cary Street Partners Investment Advisory first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2023 and held it in 7 quarters.
Cary Street Partners Investment Advisory's Nuveen ESG Large-Cap Growth ETF position peaked at $1.5M in Q3 2024.
249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.