Ellevest Inc’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

Ellevest Inc’s Portfolio NULC Stock Details NULC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-32	Closed	-$1.1K	–	1200
2023 Q1	$1.1K	Buy	+32	New	+$1.07K	﹤0.01%	1565

Other funds holding NULC

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Ellevest Inc's NULC Position: Q2 2023 in Review

Ellevest Inc sold out of Nuveen ESG Large-Cap ETF (NULC) in Q2 2023, closing a stake of 32 shares — an estimated $1.1K sold.

Ellevest Inc first reported a position in NULC in Q1 2023 and held it in 1 quarter. The position peaked at $1.1K in Q1 2023. 20 funds tracked by Wall St. Rank hold NULC as of Q2 2023.

Ellevest Inc reported no remaining Nuveen ESG Large-Cap ETF position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 32 Nuveen ESG Large-Cap ETF shares in Q2 2023, an estimated $1.1K.
Ellevest Inc first reported a position in Nuveen ESG Large-Cap ETF in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Nuveen ESG Large-Cap ETF position peaked at $1.1K in Q1 2023.
20 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.