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

Cherry Tree Wealth 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
2026 Q1	$86.5K	Hold	951	–	–	0.02%	223
2025 Q4	$93K	Hold	951	–	–	0.02%	225
2025 Q3	$94.6K	Hold	951	–	–	0.02%	220
2025 Q2	$89.3K	Hold	951	–	–	0.02%	227
2025 Q1	$74.4K	Hold	951	–	–	0.02%	233
2024 Q4	$81.6K	Hold	951	–	–	0.02%	227
2024 Q3	$78.6K	Hold	951	–	–	0.02%	234
2024 Q2	$77.2K	Hold	951	–	–	0.02%	225
2024 Q1	$72.5K	Hold	951	–	–	0.02%	230
2023 Q4	$66.1K	Hold	951	–	–	0.02%	224
2023 Q3	$57K	Sell	951 -234	-20%	-$14.6K	0.02%	224
2023 Q2	$73.7K	Buy	+1,185	New	+$67.7K	0.02%	210

Other funds holding NULG

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cherry Tree Wealth Management held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q1 2026 at 951 shares worth $86.5K. The position accounts for 0.02% of the portfolio, ranked #223.

Cherry Tree Wealth Management first reported a position in NULG in Q2 2023 and has held it in 12 quarters since. The position peaked at $94.6K in Q3 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

Cherry Tree Wealth Management held 951 shares of Nuveen ESG Large-Cap Growth ETF worth $86.5K as of Q1 2026.
Cherry Tree Wealth Management left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q1 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #223 holding.
Cherry Tree Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $94.6K in Q3 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

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