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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Emergent Wealth Advisors held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 4,911 shares worth $575K. The position accounts for 0.3% of the portfolio, ranked #61.

Emergent Wealth Advisors first reported a position in NULG in Q1 2024 and has held it in 10 quarters since. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Emergent Wealth Advisors held 4,911 shares of Nuveen ESG Large-Cap Growth ETF worth $575K as of Q2 2026.
Emergent Wealth Advisors left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.3% of Emergent Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Emergent Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

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