Marshall & Sterling Wealth Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Marshall & Sterling 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
2026 Q2	$895K	Sell	7,648 -425	-5%	-$45.6K	0.53%	40
2026 Q1	$734K	Sell	8,073 -184	-2%	-$17.6K	0.48%	41
2025 Q4	$808K	Sell	8,257 -150	-2%	-$14.8K	0.53%	36
2025 Q3	$834K	Sell	8,407 -231	-3%	-$22.5K	0.53%	36
2025 Q2	$809K	Sell	8,638 -1,366	-14%	-$115K	0.55%	36
2025 Q1	$783K	Sell	10,004 -2,255	-18%	-$191K	0.53%	36
2024 Q4	$1.05M	Buy	+12,259	New	+$1.06M	0.73%	35

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

Marshall & Sterling Wealth Advisors's NULG Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 5.3% in Q2 2026, selling an estimated $45.6K and leaving 7,648 shares worth $895K. The position accounts for 0.53% of the portfolio, ranked #40.

Marshall & Sterling Wealth Advisors first reported a position in NULG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2024. 319 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Marshall & Sterling Wealth Advisors held 7,648 shares of Nuveen ESG Large-Cap Growth ETF worth $895K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 425 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $45.6K.
Nuveen ESG Large-Cap Growth ETF made up 0.53% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Marshall & Sterling Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $1.05M in Q4 2024.
319 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.