EP Wealth Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
11,964
+3,256
| +37% | +$306K | 0.01% | 536 |
|
|
2025
Q1 | $682K | Sell |
8,708
-1,375
| -14% | -$108K | 0.01% | 606 |
|
|
2024
Q4 | $866K | Buy |
10,083
+1,657
| +20% | +$142K | 0.01% | 544 |
|
|
2024
Q3 | $696K | Buy |
8,426
+354
| +4% | +$29.3K | 0.01% | 590 |
|
|
2024
Q2 | $655K | Buy |
8,072
+17
| +0.2% | +$1.38K | 0.01% | 478 |
|
|
2024
Q1 | $614K | Sell |
8,055
-2,304
| -22% | -$176K | 0.01% | 474 |
|
|
2023
Q4 | $720K | Buy |
10,359
+5,009
| +94% | +$348K | 0.01% | 421 |
|
|
2023
Q3 | $321K | Sell |
5,350
-29,045
| -84% | -$1.74M | 0.01% | 546 |
|
|
2023
Q2 | $336K | Buy |
+34,395
| New | +$336K | ﹤0.01% | 538 |
|
|
2022
Q3 | – | Sell |
-2,375
| Closed | -$114K | – | 532 |
|
|
2022
Q2 | $114K | Buy |
+2,375
| New | +$114K | ﹤0.01% | 626 |
|