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Coldstream Capital Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Coldstream Capital 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
Q2 		$10M Sell
85,481
-55,885
-40% -$6M 0.13% 103
2026
Q1 		$12.9M Buy
141,366
+25,841
+22% +$2.48M 0.16% 77
2025
Q4 		$11.3M Sell
115,525
-2,813
-2% -$278K 0.15% 85
2025
Q3 		$11.8M Buy
118,338
+48,398
+69% +$4.71M 0.16% 81
2025
Q2 		$6.57M Buy
69,940
+41,310
+144% +$3.49M 0.11% 112
2025
Q1 		$2.24M Buy
28,630
+740
+3% +$62.8K 0.05% 228
2024
Q4 		$2.39M Sell
27,890
-220
-0.8% -$19K 0.05% 214
2024
Q3 		$2.32M Buy
28,110
+46
+0.2% +$3.69K 0.05% 209
2024
Q2 		$2.28M Sell
28,064
-1,573
-5% -$120K 0.06% 180
2024
Q1 		$2.26M Buy
29,637
+2,153
+8% +$156K 0.06% 172
2023
Q4 		$1.91M Buy
27,484
+818
+3% +$52K 0.05% 185
2023
Q3 		$1.6M Buy
26,666
+2,880
+12% +$180K 0.05% 195
2023
Q2 		$1.48M Buy
23,786
+2,394
+11% +$137K 0.05% 215
2023
Q1 		$1.19M Buy
21,392
+2,023
+10% +$107K 0.04% 247
2022
Q4 		$947K Buy
+19,369
New +$952K 0.03% 276
2022
Q2 		$898K Sell
18,622
-17
-0.1% -$895 0.04% 253
2022
Q1 		$1.13M Buy
18,639
+2,883
+18% +$172K 0.04% 228
2021
Q4 		$1.08M Buy
+15,756
New +$1.1M 0.03% 233

Other funds holding NULG

Bank of America
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Coldstream Capital Management's NULG Position: Q2 2026 in Review

Coldstream Capital Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 40% in Q2 2026, selling an estimated $6M and leaving 85,481 shares worth $10M. The position accounts for 0.13% of the portfolio, ranked #103.

Coldstream Capital Management first reported a position in NULG in Q4 2021 and has held it in 18 quarters since. The position peaked at $12.9M in Q1 2026. 316 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Coldstream Capital Management held 85,481 shares of Nuveen ESG Large-Cap Growth ETF worth $10M as of Q2 2026.
  • Coldstream Capital Management sold 55,885 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $6M.
  • Nuveen ESG Large-Cap Growth ETF made up 0.13% of Coldstream Capital Management's portfolio in Q2 2026, its #103 holding.
  • Coldstream Capital Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Coldstream Capital Management's Nuveen ESG Large-Cap Growth ETF position peaked at $12.9M in Q1 2026.
  • 316 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.