Global Retirement Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Global Retirement Partners’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 Q4	$6.7M	Buy	68,500 +1,237	+2%	+$122K	0.12%	164
2025 Q3	$6.69M	Buy	67,263 +10,979	+20%	+$1.07M	0.15%	122
2025 Q2	$5.29M	Buy	+56,284	New	+$4.75M	0.13%	149
2024 Q4	$5.12M	Buy	59,635 +2,055	+4%	+$178K	0.15%	133
2024 Q3	$4.76M	Sell	57,580 -1,445	-2%	-$116K	0.14%	141
2024 Q2	$4.79M	Buy	59,025 +1,150	+2%	+$87.9K	0.15%	143
2024 Q1	$4.41M	Buy	57,875 +10,939	+23%	+$793K	0.16%	138
2023 Q4	$3.24M	Buy	46,936 +43,158	+1,142%	+$2.74M	0.14%	155
2023 Q3	$225K	Buy	3,778 +3,627	+2,402%	+$227K	0.01%	631
2023 Q2	$9.39K	Buy	151 +11	+8%	+$629	﹤0.01%	1986
2023 Q1	$7.65K	Sell	140 -136	-49%	-$7.18K	﹤0.01%	2017
2022 Q4	$13.5K	Sell	276 -263	-49%	-$12.9K	﹤0.01%	1651
2022 Q3	$27K	Hold	539	–	–	﹤0.01%	1265
2022 Q2	$26K	Buy	539 +12	+2%	+$632	﹤0.01%	1251
2022 Q1	$26K	Buy	+527	New	+$31.4K	﹤0.01%	1252
2021 Q4	–	Sell	-267	Closed	-$17K	–	1261
2021 Q3	$17K	Hold	267	–	–	﹤0.01%	1259
2021 Q2	$17K	Buy	+267	New	+$16.3K	﹤0.01%	1235

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Global Retirement Partners's NULG Position: Q4 2025 in Review

Global Retirement Partners increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 1.8% in Q4 2025, buying an estimated $122K and bringing the position to 68,500 shares worth $6.7M. The position accounts for 0.12% of the portfolio, ranked #164.

Global Retirement Partners first reported a position in NULG in Q2 2021 and has held it in 17 quarters since. 287 funds tracked by Wall St. Rank hold NULG as of Q4 2025.

Global Retirement Partners held 68,500 shares of Nuveen ESG Large-Cap Growth ETF worth $6.7M as of Q4 2025.
Global Retirement Partners bought 1,237 Nuveen ESG Large-Cap Growth ETF shares in Q4 2025, an estimated $122K.
Nuveen ESG Large-Cap Growth ETF made up 0.12% of Global Retirement Partners's portfolio in Q4 2025, its #164 holding.
Global Retirement Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and has held it in 17 quarters since.
287 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.