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Financial Avengers’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Financial Avengers’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 		– Sell
-21
Closed -$1.17K – 170
2023
Q1 		$1.17K Hold
21
– – ﹤0.01% 147
2022
Q4 		$1.03K Buy
+21
New +$1.03K ﹤0.01% 152

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $1.66T AUM 25.57% 1-Year Est. Return

Financial Avengers's NULG Position: Q2 2023 in Review

Financial Avengers sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2023, closing a stake of 21 shares — an estimated $1.17K sold.

Financial Avengers first reported a position in NULG in Q4 2022 and held it in 2 quarters. The position peaked at $1.17K in Q1 2023. 162 funds tracked by Wall St. Rank hold NULG as of Q2 2023.

  • Financial Avengers reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Avengers sold 21 Nuveen ESG Large-Cap Growth ETF shares in Q2 2023, an estimated $1.17K.
  • Financial Avengers first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and held it in 2 quarters.
  • Financial Avengers's Nuveen ESG Large-Cap Growth ETF position peaked at $1.17K in Q1 2023.
  • 162 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2023.

Based on Financial Avengers's 13F filing for Q2 2023, filed 7 Aug 2023.