CIC Wealth’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

CIC Wealth’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 Q3	$372K	Hold	4,496	–	–	0.1%	118
2024 Q2	$365K	Hold	4,496	–	–	0.1%	114
2024 Q1	$343K	Hold	4,496	–	–	0.1%	117
2023 Q4	$312K	Sell	4,496 -28	-0.6%	-$1.78K	0.1%	118
2023 Q3	$271K	Hold	4,524	–	–	0.1%	121
2023 Q2	$281K	Hold	4,524	–	–	0.1%	117
2023 Q1	$252K	Hold	4,524	–	–	0.1%	130
2022 Q4	$221K	Buy	+4,524	New	+$222K	0.09%	147

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

CIC Wealth's NULG Position: Q3 2024 in Review

CIC Wealth held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q3 2024 at 4,496 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #118.

CIC Wealth first reported a position in NULG in Q4 2022 and has held it in 8 quarters since. 222 funds tracked by Wall St. Rank hold NULG as of Q3 2024.

CIC Wealth held 4,496 shares of Nuveen ESG Large-Cap Growth ETF worth $372K as of Q3 2024.
CIC Wealth left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q3 2024.
Nuveen ESG Large-Cap Growth ETF made up 0.1% of CIC Wealth's portfolio in Q3 2024, its #118 holding.
CIC Wealth first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
222 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.