EP Wealth Advisors’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

EP Wealth Advisors’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
2026 Q1	$215K	Buy	+4,644	New	+$224K	﹤0.01%	1375

Other funds holding NULC

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return

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

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

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EP Wealth Advisors's NULC Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Nuveen ESG Large-Cap ETF (NULC) in Q1 2026: 4,644 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings.

15 funds tracked by Wall St. Rank hold NULC as of Q1 2026.

EP Wealth Advisors held 4,644 shares of Nuveen ESG Large-Cap ETF worth $215K as of Q1 2026.
Nuveen ESG Large-Cap ETF was a new EP Wealth Advisors position in Q1 2026.
Nuveen ESG Large-Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1375 holding.
15 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.