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

GeoWealth 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
2025 Q1	–	Sell	-7,260	Closed	-$623K	–	1554
2024 Q4	$623K	Buy	+7,260	New	+$628K	0.02%	416
2024 Q2	–	Sell	-4,964	Closed	-$379K	–	922
2024 Q1	$379K	Buy	+4,964	New	+$360K	0.01%	507
2023 Q4	–	Sell	-5,800	Closed	-$348K	–	708
2023 Q3	$348K	Buy	+5,800	New	+$363K	0.04%	225
2023 Q1	–	Sell	-45,941	Closed	-$2.25M	–	421
2022 Q4	$2.25M	Buy	+45,941	New	+$2.26M	0.24%	72
2021 Q4	–	Sell	-3,106	Closed	-$203K	–	405
2021 Q3	$203K	Buy	+3,106	New	+$209K	0.02%	290

Other funds holding NULG

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

GeoWealth Management's NULG Position: Q1 2025 in Review

GeoWealth Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2025, closing a stake of 7,260 shares — an estimated $623K sold.

GeoWealth Management first reported a position in NULG in Q3 2021 and held it in 5 quarters. The position peaked at $2.25M in Q4 2022. 237 funds tracked by Wall St. Rank hold NULG as of Q1 2025.

GeoWealth Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 7,260 Nuveen ESG Large-Cap Growth ETF shares in Q1 2025, an estimated $623K.
GeoWealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2021 and held it in 5 quarters.
GeoWealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $2.25M in Q4 2022.
237 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.