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Clean Yield Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Clean Yield Group’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
2022
Q3 		– Sell
-233
Closed -$11K – 473
2022
Q2 		$11K Hold
233
– – ﹤0.01% 334
2022
Q1 		$14K Hold
233
– – ﹤0.01% 335
2021
Q4 		$16K Buy
+233
New +$16.3K 0.01% 342
2021
Q1 		– Sell
-192
Closed -$11K – 300
2020
Q4 		$11K Buy
+192
New +$10.3K ﹤0.01% 341

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clean Yield Group's NULG Position: Q3 2022 in Review

Clean Yield Group sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2022, closing a stake of 233 shares — an estimated $11K sold.

Clean Yield Group first reported a position in NULG in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 127 funds tracked by Wall St. Rank hold NULG as of Q3 2022.

  • Clean Yield Group reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Clean Yield Group sold 233 Nuveen ESG Large-Cap Growth ETF shares in Q3 2022, an estimated $11K.
  • Clean Yield Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
  • Clean Yield Group's Nuveen ESG Large-Cap Growth ETF position peaked at $16K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2022.

Based on Clean Yield Group's 13F filing for Q3 2022, filed 31 Oct 2022.