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

Fermata 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
2024
Q2 		– Sell
-2,637
Closed -$201K – 240
2024
Q1 		$201K Buy
+2,637
New +$191K 0.05% 202

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

Fermata Advisors's NULG Position: Q2 2024 in Review

Fermata Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2024, closing a stake of 2,637 shares — an estimated $201K sold.

Fermata Advisors first reported a position in NULG in Q1 2024 and held it in 1 quarter. The position peaked at $201K in Q1 2024. 222 funds tracked by Wall St. Rank hold NULG as of Q2 2024.

  • Fermata Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Fermata Advisors sold 2,637 Nuveen ESG Large-Cap Growth ETF shares in Q2 2024, an estimated $201K.
  • Fermata Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Fermata Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $201K in Q1 2024.
  • 222 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2024.

Based on Fermata Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.