Monument Group Wealth Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Monument Group 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	$430K	Hold	3,673	–	–	0.21%	26
2026 Q1	$334K	Hold	3,673	–	–	0.19%	26
2025 Q4	$359K	Hold	3,673	–	–	0.2%	30
2025 Q3	$365K	Hold	3,673	–	–	0.22%	29
2025 Q2	$345K	Hold	3,673	–	–	0.22%	36
2025 Q1	$288K	Hold	3,673	–	–	0.2%	37
2024 Q4	$315K	Hold	3,673	–	–	0.22%	36
2024 Q3	$303K	Hold	3,673	–	–	0.18%	38
2024 Q2	$298K	Hold	3,673	–	–	0.2%	38
2024 Q1	$280K	Hold	3,673	–	–	0.21%	39
2023 Q4	$255K	Buy	+3,673	New	+$234K	0.22%	38

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

Monument Group Wealth Advisors's NULG Position: Q2 2026 in Review

Monument Group Wealth Advisors held its Nuveen ESG Large-Cap Growth ETF (NULG) position steady in Q2 2026 at 3,673 shares worth $430K. The position accounts for 0.21% of the portfolio, ranked #26.

Monument Group Wealth Advisors first reported a position in NULG in Q4 2023 and has held it in 11 quarters since. 315 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

Monument Group Wealth Advisors held 3,673 shares of Nuveen ESG Large-Cap Growth ETF worth $430K as of Q2 2026.
Monument Group Wealth Advisors left its Nuveen ESG Large-Cap Growth ETF share count unchanged in Q2 2026.
Nuveen ESG Large-Cap Growth ETF made up 0.21% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Monument Group Wealth Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
315 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.