Cherry Tree Wealth Management’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Cherry Tree Wealth Management’s Portfolio NULC Stock Details NULC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.7K	Hold	825	–	–	0.01%	291
2026 Q1	$38.2K	Hold	825	–	–	0.01%	297
2025 Q4	$39.5K	Hold	825	–	–	0.01%	288
2025 Q3	$43K	Hold	825	–	–	0.01%	269
2025 Q2	$40.4K	Hold	825	–	–	0.01%	271
2025 Q1	$36.2K	Hold	825	–	–	0.01%	280
2024 Q4	$37.5K	Hold	825	–	–	0.01%	274
2024 Q3	$38.2K	Hold	825	–	–	0.01%	279
2024 Q2	$36.2K	Hold	825	–	–	0.01%	280
2024 Q1	$35.6K	Hold	825	–	–	0.01%	274
2023 Q4	$32.1K	Hold	825	–	–	0.01%	272
2023 Q3	$29.1K	Hold	825	–	–	0.01%	266
2023 Q2	$29.9K	Buy	+825	New	+$28.4K	0.01%	259

Other funds holding NULC

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $540M AUM 17.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cherry Tree Wealth Management's NULC Position: Q2 2026 in Review

Cherry Tree Wealth Management held its Nuveen ESG Large-Cap ETF (NULC) position steady in Q2 2026 at 825 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #291.

Cherry Tree Wealth Management first reported a position in NULC in Q2 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold NULC as of Q2 2026.

Cherry Tree Wealth Management held 825 shares of Nuveen ESG Large-Cap ETF worth $44.7K as of Q2 2026.
Cherry Tree Wealth Management left its Nuveen ESG Large-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #291 holding.
Cherry Tree Wealth Management first reported a position in Nuveen ESG Large-Cap ETF in Q2 2023 and has held it in 13 quarters since.
22 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.