Legacy Financial Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Legacy Financial 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
2026 Q2	$387K	Sell	3,304 -131	-4%	-$14.1K	0.05%	294
2026 Q1	$312K	Sell	3,435 -195	-5%	-$18.7K	0.04%	315
2025 Q4	$355K	Sell	3,630 -50	-1%	-$4.94K	0.05%	289
2025 Q3	$366K	Sell	3,680 -78	-2%	-$7.58K	0.05%	282
2025 Q2	$353K	Buy	3,758 +287	+8%	+$24.2K	0.06%	249
2025 Q1	$272K	Sell	3,471 -341	-9%	-$28.9K	0.05%	289
2024 Q4	$327K	Hold	3,812	–	–	0.05%	259
2024 Q3	$315K	Buy	3,812 +702	+23%	+$56.3K	0.05%	268
2024 Q2	$252K	Buy	+3,110	New	+$238K	0.04%	287

Other funds holding NULG

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Legacy Financial Advisors's NULG Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 3.8% in Q2 2026, selling an estimated $14.1K and leaving 3,304 shares worth $387K. The position accounts for 0.05% of the portfolio, ranked #294.

Legacy Financial Advisors first reported a position in NULG in Q2 2024 and has held it in 9 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Legacy Financial Advisors held 3,304 shares of Nuveen ESG Large-Cap Growth ETF worth $387K as of Q2 2026.
Legacy Financial Advisors sold 131 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $14.1K.
Nuveen ESG Large-Cap Growth ETF made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #294 holding.
Legacy Financial Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.