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 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 $685M AUM 15.32% 1-Year Est. Return

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

VAF

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cherry Tree Wealth Management's NULC Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Nuveen ESG Large-Cap ETF (NULC) position steady in Q1 2026 at 825 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #297.

Cherry Tree Wealth Management first reported a position in NULC in Q2 2023 and has held it in 12 quarters since. The position peaked at $43K in Q3 2025. 16 funds tracked by Wall St. Rank hold NULC as of Q1 2026.

Cherry Tree Wealth Management held 825 shares of Nuveen ESG Large-Cap ETF worth $38.2K as of Q1 2026.
Cherry Tree Wealth Management left its Nuveen ESG Large-Cap ETF share count unchanged in Q1 2026.
Nuveen ESG Large-Cap ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #297 holding.
Cherry Tree Wealth Management first reported a position in Nuveen ESG Large-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Nuveen ESG Large-Cap ETF position peaked at $43K in Q3 2025.
16 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.