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 Q2	$251K	Hold	4,644	–	–	﹤0.01%	1388
2026 Q1	$215K	Buy	+4,644	New	+$224K	﹤0.01%	1375

Other funds holding NULC

TWM

Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return

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

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TWG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EP Wealth Advisors's NULC Position: Q2 2026 in Review

EP Wealth Advisors held its Nuveen ESG Large-Cap ETF (NULC) position steady in Q2 2026 at 4,644 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

EP Wealth Advisors first reported a position in NULC in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold NULC as of Q2 2026.

EP Wealth Advisors held 4,644 shares of Nuveen ESG Large-Cap ETF worth $251K as of Q2 2026.
EP Wealth Advisors left its Nuveen ESG Large-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1388 holding.
EP Wealth Advisors first reported a position in Nuveen ESG Large-Cap ETF in Q1 2026 and has held it in 2 quarters since.
21 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.