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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's NULG Position: Q1 2026 in Review

Freedom Investment Management reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 8.5% in Q1 2026, selling an estimated $35.9K and leaving 4,054 shares worth $369K. The position accounts for 0.11% of the portfolio, ranked #64.

Freedom Investment Management first reported a position in NULG in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.37M in Q2 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

Freedom Investment Management held 4,054 shares of Nuveen ESG Large-Cap Growth ETF worth $369K as of Q1 2026.
Freedom Investment Management sold 375 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $35.9K.
Nuveen ESG Large-Cap Growth ETF made up 0.11% of Freedom Investment Management's portfolio in Q1 2026, its #64 holding.
Freedom Investment Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Freedom Investment Management's Nuveen ESG Large-Cap Growth ETF position peaked at $1.37M in Q2 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.