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

Mascoma 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 		$2.83M Buy
24,199
+1,738
+8% +$187K 0.53% 26
2026
Q1 		$2.04M Sell
22,461
-3,479
-13% -$333K 0.42% 30
2025
Q4 		$2.54M Buy
25,940
+99
+0.4% +$9.78K 0.54% 23
2025
Q3 		$2.57M Buy
25,841
+276
+1% +$26.8K 0.57% 23
2025
Q2 		$2.4M Sell
25,565
-1,476
-5% -$125K 0.56% 25
2025
Q1 		$2.12M Sell
27,041
-4,237
-14% -$359K 0.53% 27
2024
Q4 		$2.68M Sell
31,278
-2,953
-9% -$255K 0.67% 22
2024
Q3 		$2.83M Buy
34,231
+1,887
+6% +$151K 0.7% 22
2024
Q2 		$2.63M Buy
32,344
+2,973
+10% +$227K 0.7% 20
2024
Q1 		$2.24M Buy
29,371
+5,469
+23% +$397K 0.64% 21
2023
Q4 		$1.66M Buy
23,902
+1,063
+5% +$67.6K 0.5% 29
2023
Q3 		$1.37M Sell
22,839
-432
-2% -$27K 0.43% 34
2023
Q2 		$1.46M Buy
23,271
+18,019
+343% +$1.03M 0.45% 34
2023
Q1 		$292K Buy
5,252
+944
+22% +$49.9K 0.09% 92
2022
Q4 		$211K Buy
4,308
+1,480
+52% +$72.8K 0.07% 112
2022
Q3 		$130K Buy
2,828
+530
+23% +$27.3K 0.05% 140
2022
Q2 		$111K Buy
2,298
+2,250
+4,688% +$118K 0.04% 162
2022
Q1 		$3K Sell
48
-78
-62% -$4.64K ﹤0.01% 541
2021
Q4 		$9K Buy
+126
New +$8.83K ﹤0.01% 414

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

Mascoma Wealth Management's NULG Position: Q2 2026 in Review

Mascoma Wealth Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 7.7% in Q2 2026, buying an estimated $187K and bringing the position to 24,199 shares worth $2.83M. The position accounts for 0.53% of the portfolio, ranked #26.

Mascoma Wealth Management first reported a position in NULG in Q4 2021 and has held it in 19 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Mascoma Wealth Management held 24,199 shares of Nuveen ESG Large-Cap Growth ETF worth $2.83M as of Q2 2026.
  • Mascoma Wealth Management bought 1,738 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $187K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.53% of Mascoma Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Mascoma Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.