Legacy Financial Group (Iowa)’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Legacy Financial Group (Iowa)’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	$241K	Sell	2,063 -2,073	-50%	-$223K	0.03%	118
2026 Q1	$376K	Sell	4,136 -302	-7%	-$28.9K	0.05%	91
2025 Q4	$418K	Sell	4,438 -1,329	-23%	-$131K	0.05%	89
2025 Q3	$574K	Sell	5,767 -503	-8%	-$48.9K	0.08%	78
2025 Q2	$589K	Sell	6,270 -375	-6%	-$31.6K	0.08%	72
2025 Q1	$520K	Sell	6,645 -132	-2%	-$11.2K	0.08%	73
2024 Q4	$582K	Buy	+6,777	New	+$586K	0.09%	71
2024 Q3	–	Sell	-7,032	Closed	-$571K	–	85
2024 Q2	$571K	Sell	7,032 -611	-8%	-$46.7K	0.11%	64
2024 Q1	$583K	Buy	+7,643	New	+$554K	0.12%	61
2023 Q4	–	Sell	-7,785	Closed	-$467K	–	352
2023 Q3	$467K	Buy	+7,785	New	+$487K	0.11%	64

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 Group (Iowa)'s NULG Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 50% in Q2 2026, selling an estimated $223K and leaving 2,063 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #118.

Legacy Financial Group (Iowa) first reported a position in NULG in Q3 2023 and has held it in 10 quarters since. The position peaked at $589K in Q2 2025. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Legacy Financial Group (Iowa) held 2,063 shares of Nuveen ESG Large-Cap Growth ETF worth $241K as of Q2 2026.
Legacy Financial Group (Iowa) sold 2,073 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $223K.
Nuveen ESG Large-Cap Growth ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #118 holding.
Legacy Financial Group (Iowa) first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2023 and has held it in 10 quarters since.
Legacy Financial Group (Iowa)'s Nuveen ESG Large-Cap Growth ETF position peaked at $589K in Q2 2025.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.