MIA
NULG icon

Milestone Investment Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Milestone Investment 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 		$277K Buy
2,364
+869
+58% +$93.3K 0.06% 82
2026
Q1 		$136K Hold
1,495
– – 0.03% 95
2025
Q4 		$146K Hold
1,495
– – 0.04% 93
2025
Q3 		$149K Hold
1,495
– – 0.04% 87
2025
Q2 		$140K Sell
1,495
-781
-34% -$65.9K 0.04% 86
2025
Q1 		$178K Hold
2,276
– – 0.05% 81
2024
Q4 		$195K Buy
2,276
+1,743
+327% +$151K 0.05% 80
2024
Q3 		$44K Hold
533
– – 0.01% 104
2024
Q2 		$43.3K Sell
533
-20
-4% -$1.53K 0.01% 104
2024
Q1 		$42.2K Hold
553
– – 0.01% 101
2023
Q4 		$38.4K Sell
553
-500
-47% -$31.8K 0.01% 97
2023
Q3 		$63.1K Hold
1,053
– – 0.02% 179
2023
Q2 		$65.5K Sell
1,053
-533
-34% -$30.5K 0.02% 84
2023
Q1 		$88.4K Buy
1,586
+333
+27% +$17.6K 0.03% 155
2022
Q4 		$61.3K Buy
+1,253
New +$61.6K 0.02% 81

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

Milestone Investment Advisors's NULG Position: Q2 2026 in Review

Milestone Investment Advisors increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 58% in Q2 2026, buying an estimated $93.3K and bringing the position to 2,364 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #82.

Milestone Investment Advisors first reported a position in NULG in Q4 2022 and has held it in 15 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • Milestone Investment Advisors held 2,364 shares of Nuveen ESG Large-Cap Growth ETF worth $277K as of Q2 2026.
  • Milestone Investment Advisors bought 869 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $93.3K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.06% of Milestone Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Milestone Investment Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.