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

MBE 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
2020
Q2 		– Sell
-127
Closed -$4K – 364
2020
Q1 		$4K Buy
+127
New +$5.2K ﹤0.01% 402

Other funds holding NULG

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MBE Wealth Management's NULG Position: Q2 2020 in Review

MBE Wealth Management sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2020, closing a stake of 127 shares — an estimated $4K sold.

MBE Wealth Management first reported a position in NULG in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 55 funds tracked by Wall St. Rank hold NULG as of Q2 2020.

  • MBE Wealth Management reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 127 Nuveen ESG Large-Cap Growth ETF shares in Q2 2020, an estimated $4K.
  • MBE Wealth Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Nuveen ESG Large-Cap Growth ETF position peaked at $4K in Q1 2020.
  • 55 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.