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

EP Wealth Advisors’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 		$10.6M Buy
90,616
+45,629
+101% +$4.9M 0.04% 266
2026
Q1 		$4.09M Buy
44,987
+4,621
+11% +$443K 0.02% 346
2025
Q4 		$3.95M Buy
+40,366
New +$3.99M 0.02% 318
2025
Q2 		$1.12M Buy
11,964
+3,256
+37% +$275K 0.01% 536
2025
Q1 		$682K Sell
8,708
-1,375
-14% -$117K 0.01% 606
2024
Q4 		$866K Buy
10,083
+1,657
+20% +$143K 0.01% 544
2024
Q3 		$696K Buy
8,426
+354
+4% +$28.4K 0.01% 590
2024
Q2 		$655K Buy
8,072
+17
+0.2% +$1.3K 0.01% 478
2024
Q1 		$614K Sell
8,055
-2,304
-22% -$167K 0.01% 474
2023
Q4 		$720K Buy
10,359
+5,009
+94% +$318K 0.01% 421
2023
Q3 		$321K Sell
5,350
-29,045
-84% -$1.82M 0.01% 546
2023
Q2 		$336K Buy
+34,395
New +$1.97M ﹤0.01% 538
2022
Q3 		– Sell
-2,375
Closed -$114K – 532
2022
Q2 		$114K Buy
+2,375
New +$125K ﹤0.01% 626

Other funds holding NULG

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

EP Wealth Advisors increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 101% in Q2 2026, buying an estimated $4.9M and bringing the position to 90,616 shares worth $10.6M. The position accounts for 0.04% of the portfolio, ranked #266.

EP Wealth Advisors first reported a position in NULG in Q2 2022 and has held it in 13 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • EP Wealth Advisors held 90,616 shares of Nuveen ESG Large-Cap Growth ETF worth $10.6M as of Q2 2026.
  • EP Wealth Advisors bought 45,629 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $4.9M.
  • Nuveen ESG Large-Cap Growth ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #266 holding.
  • EP Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2022 and has held it in 13 quarters since.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

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