ICA Group Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

ICA Group Wealth 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
2024 Q2	–	Sell	-1,141	Closed	-$87K	–	1127
2024 Q1	$87K	Sell	1,141 -123	-10%	-$8.92K	0.02%	430
2023 Q4	$87.8K	Buy	+1,264	New	+$80.4K	0.02%	384
2023 Q3	–	Sell	-1,437	Closed	-$89.4K	–	862
2023 Q2	$89.4K	Buy	1,437 +972	+209%	+$55.5K	0.02%	356
2023 Q1	$25.9K	Sell	465 -222	-32%	-$11.7K	0.01%	620
2022 Q4	$33.6K	Buy	+687	New	+$33.8K	0.01%	592

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

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

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

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

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

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

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

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

ICA Group Wealth Management's NULG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2024, closing a stake of 1,141 shares — an estimated $87K sold.

ICA Group Wealth Management first reported a position in NULG in Q4 2022 and held it in 5 quarters. The position peaked at $89.4K in Q2 2023. 222 funds tracked by Wall St. Rank hold NULG as of Q2 2024.

ICA Group Wealth Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,141 Nuveen ESG Large-Cap Growth ETF shares in Q2 2024, an estimated $87K.
ICA Group Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $89.4K in Q2 2023.
222 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.