IFWM
NULG icon

Institute for Wealth Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Institute for 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
2026
Q2 		$302K Buy
+2,584
New +$277K 0.03% 425
2026
Q1 		– Sell
-2,864
Closed -$280K – 565
2025
Q4 		$280K Sell
2,864
-4,406
-61% -$435K 0.03% 450
2025
Q3 		$723K Sell
7,270
-1,245
-15% -$121K 0.08% 254
2025
Q2 		$800K Buy
8,515
+39
+0.5% +$3.29K 0.09% 238
2025
Q1 		$663K Sell
8,476
-868
-9% -$73.6K 0.09% 245
2024
Q4 		$802K Buy
9,344
+1,189
+15% +$103K 0.1% 215
2024
Q3 		$674K Buy
8,155
+451
+6% +$36.2K 0.09% 236
2024
Q2 		$625K Sell
7,704
-2,194
-22% -$168K 0.08% 240
2024
Q1 		$755K Buy
9,898
+350
+4% +$25.4K 0.1% 214
2023
Q4 		$663K Sell
9,548
-7,348
-43% -$467K 0.11% 221
2023
Q3 		$1.01M Sell
16,896
-108
-0.6% -$6.75K 0.18% 136
2023
Q2 		$1.06M Sell
17,004
-2,030
-11% -$116K 0.18% 137
2023
Q1 		$1.06M Sell
19,034
-50
-0.3% -$2.64K 0.2% 128
2022
Q4 		$933K Buy
19,084
+662
+4% +$32.6K 0.2% 144
2022
Q3 		$849K Sell
18,422
-916
-5% -$47.1K 0.19% 145
2022
Q2 		$932K Sell
19,338
-131
-0.7% -$6.89K 0.18% 143
2022
Q1 		$1.18M Sell
19,469
-1,710
-8% -$102K 0.19% 129
2021
Q4 		$1.45M Buy
21,179
+5,770
+37% +$404K 0.24% 111
2021
Q3 		$1.01M Buy
15,409
+1,010
+7% +$68.1K 0.18% 147
2021
Q2 		$929K Buy
14,399
+6,754
+88% +$413K 0.16% 162
2021
Q1 		$443K Buy
+7,645
New +$442K 0.08% 287

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Institute for Wealth Management's NULG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2026: 2,584 shares worth $302K. The stake represents 0.03% of the portfolio and ranks #425 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in NULG as recently as Q4 2025.

Institute for Wealth Management first reported a position in NULG in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.45M in Q4 2021. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Institute for Wealth Management held 2,584 shares of Nuveen ESG Large-Cap Growth ETF worth $302K as of Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF was a new Institute for Wealth Management position in Q2 2026.
  • Nuveen ESG Large-Cap Growth ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Institute for Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Institute for Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $1.45M in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.