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

Emergent 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	$575K	Hold	4,911	–	–	0.3%	61
2026 Q1	$447K	Sell	4,911 -35	-0.7%	-$3.35K	0.26%	67
2025 Q4	$484K	Hold	4,946	–	–	0.27%	72
2025 Q3	$492K	Sell	4,946 -82	-2%	-$7.97K	0.29%	69
2025 Q2	$472K	Buy	5,028 +170	+3%	+$14.3K	0.3%	66
2025 Q1	$380K	Sell	4,858 -215	-4%	-$18.2K	0.28%	69
2024 Q4	$435K	Hold	5,073	–	–	0.32%	60
2024 Q3	$419K	Hold	5,073	–	–	0.31%	65
2024 Q2	$412K	Buy	5,073 +1,414	+39%	+$108K	0.33%	61
2024 Q1	$279K	Buy	+3,659	New	+$265K	0.24%	78

Other funds holding NULG

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return