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

Concord Wealth Partners’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
2025 Q1	–	Sell	-2,116	Closed	-$182K	–	919
2024 Q4	$182K	Hold	2,116	–	–	0.03%	205
2024 Q3	$175K	Hold	2,116	–	–	0.03%	212
2024 Q2	$172K	Hold	2,116	–	–	0.03%	205
2024 Q1	$161K	Hold	2,116	–	–	0.03%	225
2023 Q4	$147K	Hold	2,116	–	–	0.03%	239
2023 Q3	$127K	Hold	2,116	–	–	0.03%	256
2023 Q2	$132K	Hold	2,116	–	–	0.03%	241
2023 Q1	$118K	Hold	2,116	–	–	0.03%	228
2022 Q4	$103K	Buy	+2,116	New	+$104K	0.03%	246

Other funds holding NULG

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concord Wealth Partners's NULG Position: Q1 2025 in Review

Concord Wealth Partners sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2025, closing a stake of 2,116 shares — an estimated $182K sold.

Concord Wealth Partners first reported a position in NULG in Q4 2022 and held it in 9 quarters. The position peaked at $182K in Q4 2024. 237 funds tracked by Wall St. Rank hold NULG as of Q1 2025.

Concord Wealth Partners reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 2,116 Nuveen ESG Large-Cap Growth ETF shares in Q1 2025, an estimated $182K.
Concord Wealth Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and held it in 9 quarters.
Concord Wealth Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $182K in Q4 2024.
237 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.