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Freedom Investment Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Freedom Investment Management’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 		$475K Buy
4,060
+6
+0.1% +$644 0.13% 59
2026
Q1 		$369K Sell
4,054
-375
-8% -$35.9K 0.11% 64
2025
Q4 		$433K Sell
4,429
-5,267
-54% -$520K 0.13% 57
2025
Q3 		$964K Sell
9,696
-4,843
-33% -$471K 0.25% 44
2025
Q2 		$1.37M Sell
14,539
-1,551
-10% -$131K 0.11% 171
2025
Q1 		$1.26M Buy
16,090
+4,217
+36% +$358K 0.11% 176
2024
Q4 		$1.02M Sell
11,873
-1,459
-11% -$126K 0.08% 229
2024
Q3 		$1.1M Buy
13,332
+143
+1% +$11.5K 0.09% 215
2024
Q2 		$1.07M Buy
13,189
+982
+8% +$75.1K 0.09% 221
2024
Q1 		$931K Sell
12,207
-249
-2% -$18.1K 0.07% 266
2023
Q4 		$865K Buy
+12,456
New +$792K 0.07% 291

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Freedom Investment Management's NULG Position: Q2 2026 in Review

Freedom Investment Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.15% in Q2 2026, buying an estimated $644 and bringing the position to 4,060 shares worth $475K. The position accounts for 0.13% of the portfolio, ranked #59.

Freedom Investment Management first reported a position in NULG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q2 2025. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Freedom Investment Management held 4,060 shares of Nuveen ESG Large-Cap Growth ETF worth $475K as of Q2 2026.
  • Freedom Investment Management bought 6 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $644.
  • Nuveen ESG Large-Cap Growth ETF made up 0.13% of Freedom Investment Management's portfolio in Q2 2026, its #59 holding.
  • Freedom Investment Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Freedom Investment Management's Nuveen ESG Large-Cap Growth ETF position peaked at $1.37M in Q2 2025.
  • 319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.