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Financial Architects (New Jersey)’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Financial Architects (New Jersey)’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
2023
Q2 		$1.18M Sell
19,003
-441
-2% -$25.2K 0.18% 125
2023
Q1 		$1.08M Sell
19,444
-822
-4% -$43.4K 0.17% 129
2022
Q4 		$991K Buy
20,266
+7,571
+60% +$372K 0.16% 137
2022
Q3 		$585K Buy
+12,695
New +$653K 0.1% 179
2022
Q2 		– Sell
-8,185
Closed -$497K – 185
2022
Q1 		$497K Sell
8,185
-232
-3% -$13.8K 0.07% 201
2021
Q4 		$577K Sell
8,417
-798
-9% -$55.9K 0.08% 192
2021
Q3 		$603K Buy
9,215
+621
+7% +$41.8K 0.09% 182
2021
Q2 		$555K Buy
8,594
+1,079
+14% +$66K 0.08% 180
2021
Q1 		$436K Buy
7,515
+130
+2% +$7.52K 0.07% 212
2020
Q4 		$416K Buy
7,385
+1,835
+33% +$98.7K 0.08% 185
2020
Q3 		$282K Buy
5,550
+655
+13% +$32.5K 0.06% 206
2020
Q2 		$225K Hold
4,895
– – 0.05% 225
2020
Q1 		$173K Buy
4,895
+1,299
+36% +$53.2K 0.05% 234
2019
Q4 		$149K Buy
3,596
+557
+18% +$22.1K 0.03% 275
2019
Q3 		$116K Buy
3,039
+137
+5% +$5.2K 0.03% 308
2019
Q2 		$108K Buy
2,902
+637
+28% +$23K 0.02% 357
2019
Q1 		$80K Buy
2,265
+1,244
+122% +$41.3K 0.01% 510
2018
Q4 		$31K Buy
1,021
+677
+197% +$22.7K 0.01% 676
2018
Q3 		$13K Hold
344
– – ﹤0.01% 1043
2018
Q2 		$12K Buy
+344
New +$11.6K ﹤0.01% 939

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Architects (New Jersey)'s NULG Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 2.3% in Q2 2023, selling an estimated $25.2K and leaving 19,003 shares worth $1.18M. The position accounts for 0.18% of the portfolio, ranked #125.

Financial Architects (New Jersey) first reported a position in NULG in Q2 2018 and has held it in 20 quarters since. 162 funds tracked by Wall St. Rank hold NULG as of Q2 2023.

  • Financial Architects (New Jersey) held 19,003 shares of Nuveen ESG Large-Cap Growth ETF worth $1.18M as of Q2 2023.
  • Financial Architects (New Jersey) sold 441 Nuveen ESG Large-Cap Growth ETF shares in Q2 2023, an estimated $25.2K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.18% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #125 holding.
  • Financial Architects (New Jersey) first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2018 and has held it in 20 quarters since.
  • 162 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.