Empirical Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Empirical Wealth Management’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	$1.04M	Sell	8,877 -301	-3%	-$32.3K	0.02%	399
2026 Q1	$835K	Buy	9,178 +16	+0.2%	+$1.53K	0.01%	396
2025 Q4	$896K	Buy	9,162 +2,907	+46%	+$287K	0.02%	353
2025 Q3	$622K	Buy	6,255 +141	+2%	+$13.7K	0.01%	415
2025 Q2	$574K	Buy	6,114 +1,010	+20%	+$85.2K	0.01%	397
2025 Q1	$400K	Sell	5,104 -176	-3%	-$14.9K	0.01%	448
2024 Q4	$453K	Sell	5,280 -3,617	-41%	-$313K	0.01%	402
2024 Q3	$735K	Buy	8,897 +2,164	+32%	+$173K	0.02%	314
2024 Q2	$546K	Buy	6,733 +535	+9%	+$40.9K	0.02%	340
2024 Q1	$473K	Sell	6,198 -391	-6%	-$28.4K	0.01%	355
2023 Q4	$458K	Sell	6,589 -452	-6%	-$28.7K	0.02%	335
2023 Q3	$422K	Buy	7,041 +1,101	+19%	+$68.8K	0.02%	327
2023 Q2	$370K	Buy	5,940 +1,078	+22%	+$61.6K	0.01%	346
2023 Q1	$271K	Buy	4,862 +451	+10%	+$23.8K	0.01%	405
2022 Q4	$216K	Buy	4,411 +76	+2%	+$3.74K	0.01%	425
2022 Q3	$200K	Sell	4,335 -1,614	-27%	-$83K	0.01%	443
2022 Q2	$287K	Sell	5,949 -155	-3%	-$8.16K	0.02%	394
2022 Q1	$371K	Buy	6,104 +346	+6%	+$20.6K	0.02%	369
2021 Q4	$395K	Buy	5,758 +81	+1%	+$5.68K	0.02%	382
2021 Q3	$372K	Sell	5,677 -100	-2%	-$6.74K	0.02%	350
2021 Q2	$373K	Buy	5,777 +1,735	+43%	+$106K	0.02%	341
2021 Q1	$234K	Buy	+4,042	New	+$234K	0.02%	354

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 22.96% 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

Empirical Wealth Management's NULG Position: Q2 2026 in Review

Empirical Wealth Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 3.3% in Q2 2026, selling an estimated $32.3K and leaving 8,877 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #399.

Empirical Wealth Management first reported a position in NULG in Q1 2021 and has held it in 22 quarters since. 317 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Empirical Wealth Management held 8,877 shares of Nuveen ESG Large-Cap Growth ETF worth $1.04M as of Q2 2026.
Empirical Wealth Management sold 301 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $32.3K.
Nuveen ESG Large-Cap Growth ETF made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #399 holding.
Empirical Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
317 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.