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

Financial Life 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	$378K	Hold	3,231	–	–	0.11%	45
2026 Q1	$294K	Hold	3,231	–	–	0.09%	47
2025 Q4	$316K	Hold	3,231	–	–	0.1%	42
2025 Q3	$321K	Sell	3,231 -409	-11%	-$39.8K	0.1%	42
2025 Q2	$342K	Hold	3,640	–	–	0.12%	41
2025 Q1	$285K	Sell	3,640 -56	-2%	-$4.75K	0.11%	45
2024 Q4	$317K	Sell	3,696 -166	-4%	-$14.4K	0.12%	37
2024 Q3	$319K	Hold	3,862	–	–	0.12%	38
2024 Q2	$313K	Hold	3,862	–	–	0.13%	44
2024 Q1	$295K	Hold	3,862	–	–	0.12%	49
2023 Q4	$268K	Sell	3,862 -53	-1%	-$3.37K	0.12%	52
2023 Q3	$235K	Hold	3,915	–	–	0.1%	50
2023 Q2	$244K	Hold	3,915	–	–	0.1%	56
2023 Q1	$218K	Buy	+3,915	New	+$207K	0.09%	69

Other funds holding NULG

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Life Advisors's NULG Position: Q2 2026 in Review

Financial Life Advisors held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 3,231 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #45.

Financial Life Advisors first reported a position in NULG in Q1 2023 and has held it in 14 quarters since. 143 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Financial Life Advisors held 3,231 shares of Nuveen ESG Large-Cap Growth ETF worth $378K as of Q2 2026.
Financial Life Advisors left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.11% of Financial Life Advisors's portfolio in Q2 2026, its #45 holding.
Financial Life Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
143 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.