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

Davis Wealth Advisors’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 		$556K Sell
4,747
-224
-5% -$24K 0.43% 48
2026
Q1 		$452K Sell
4,971
-630
-11% -$60.4K 0.38% 51
2025
Q4 		$548K Buy
+5,601
New +$553K 0.46% 47

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

Davis Wealth Advisors's NULG Position: Q2 2026 in Review

Davis Wealth Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 4.5% in Q2 2026, selling an estimated $24K and leaving 4,747 shares worth $556K. The position accounts for 0.43% of the portfolio, ranked #48.

Davis Wealth Advisors first reported a position in NULG in Q4 2025 and has held it in 3 quarters since. 316 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Davis Wealth Advisors held 4,747 shares of Nuveen ESG Large-Cap Growth ETF worth $556K as of Q2 2026.
  • Davis Wealth Advisors sold 224 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $24K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.43% of Davis Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Davis Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 316 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Davis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.