EWM
NULG icon

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

RW
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
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return