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

Financial Consulate’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
Q1 		– Sell
-116,742
Closed -$5.71M – 137
2022
Q4 		$5.71M Buy
+116,742
New +$5.74M 1.99% 10

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Financial Consulate's NULG Position: Q1 2023 in Review

Financial Consulate sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2023, closing a stake of 116,742 shares — an estimated $5.71M sold.

Financial Consulate first reported a position in NULG in Q4 2022 and held it in 1 quarter. The position peaked at $5.71M in Q4 2022. 147 funds tracked by Wall St. Rank hold NULG as of Q1 2023.

  • Financial Consulate reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Consulate sold 116,742 Nuveen ESG Large-Cap Growth ETF shares in Q1 2023, an estimated $5.71M.
  • Financial Consulate first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Financial Consulate's Nuveen ESG Large-Cap Growth ETF position peaked at $5.71M in Q4 2022.
  • 147 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2023.

Based on Financial Consulate's 13F filing for Q1 2023, filed 17 Apr 2023.