Montis Financial’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Montis Financial’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	$351K	Hold	2,996	–	–	0.07%	120
2026 Q1	$272K	Hold	2,996	–	–	0.06%	132
2025 Q4	$293K	Sell	2,996 -2,202	-42%	-$218K	0.06%	127
2025 Q3	$517K	Sell	5,198 -90	-2%	-$8.75K	0.12%	101
2025 Q2	$497K	Sell	5,288 -498	-9%	-$42K	0.14%	87
2025 Q1	$453K	Sell	5,786 -291	-5%	-$24.7K	0.13%	94
2024 Q4	$522K	Buy	+6,077	New	+$526K	0.16%	83

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

Montis Financial's NULG Position: Q2 2026 in Review

Montis Financial held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 2,996 shares worth $351K. The position accounts for 0.07% of the portfolio, ranked #120.

Montis Financial first reported a position in NULG in Q4 2024 and has held it in 7 quarters since. The position peaked at $522K in Q4 2024. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Montis Financial held 2,996 shares of Nuveen ESG Large-Cap Growth ETF worth $351K as of Q2 2026.
Montis Financial left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.07% of Montis Financial's portfolio in Q2 2026, its #120 holding.
Montis Financial first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Montis Financial's Nuveen ESG Large-Cap Growth ETF position peaked at $522K in Q4 2024.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.