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

EverSource 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	$11.6K	Hold	99	–	–	﹤0.01%	2824
2026 Q1	$9K	Hold	99	–	–	﹤0.01%	2967
2025 Q4	$9.68K	Hold	99	–	–	﹤0.01%	2814
2025 Q3	$9.85K	Hold	99	–	–	﹤0.01%	2828
2025 Q2	$9.3K	Hold	99	–	–	﹤0.01%	2857
2025 Q1	$7.75K	Hold	99	–	–	﹤0.01%	2262
2024 Q4	$8.5K	Hold	99	–	–	﹤0.01%	2085
2024 Q3	$8.18K	Sell	99 -297	-75%	-$23.8K	﹤0.01%	1972
2024 Q2	$31.4K	Hold	396	–	–	﹤0.01%	1303
2024 Q1	$29K	Hold	396	–	–	﹤0.01%	1198
2023 Q4	$27.5K	Hold	396	–	–	﹤0.01%	1107
2023 Q3	$23.7K	Hold	396	–	–	﹤0.01%	1064
2023 Q2	$24.6K	Hold	396	–	–	﹤0.01%	1065
2023 Q1	$22.1K	Hold	396	–	–	﹤0.01%	1046
2022 Q4	$19.4K	Sell	396 -1,391	-78%	-$68.4K	﹤0.01%	1078
2022 Q3	$82K	Sell	1,787 -103	-5%	-$5.3K	0.02%	490
2022 Q2	$91K	Buy	1,890 +12	+0.6%	+$632	0.02%	400
2022 Q1	$114K	Buy	1,878 +1,225	+188%	+$72.9K	0.03%	314
2021 Q4	$45K	Buy	+653	New	+$45.8K	0.01%	447

Other funds holding NULG

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

EverSource Wealth Advisors held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 99 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2824.

EverSource Wealth Advisors first reported a position in NULG in Q4 2021 and has held it in 19 quarters since. The position peaked at $114K in Q1 2022. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

EverSource Wealth Advisors held 99 shares of Nuveen ESG Large-Cap Growth ETF worth $11.6K as of Q2 2026.
EverSource Wealth Advisors left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2824 holding.
EverSource Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $114K in Q1 2022.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.