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IBEX Wealth Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

IBEX Wealth 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
2021
Q4 		– Sell
-2,038
Closed -$133K – 345
2021
Q3 		$133K Buy
+2,038
New +$137K 0.03% 211

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

IBEX Wealth Advisors's NULG Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2021, closing a stake of 2,038 shares — an estimated $133K sold.

IBEX Wealth Advisors first reported a position in NULG in Q3 2021 and held it in 1 quarter. The position peaked at $133K in Q3 2021. 128 funds tracked by Wall St. Rank hold NULG as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,038 Nuveen ESG Large-Cap Growth ETF shares in Q4 2021, an estimated $133K.
  • IBEX Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $133K in Q3 2021.
  • 128 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.