NorthRock Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

NorthRock Partners’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 Q1	$1.53M	Sell	16,875 -2,169	-11%	-$208K	0.02%	235
2025 Q4	$1.86M	Sell	19,044 -697	-4%	-$68.9K	0.03%	199
2025 Q3	$1.96M	Sell	19,741 -77	-0.4%	-$7.49K	0.04%	214
2025 Q2	$1.86M	Sell	19,818 -1,012	-5%	-$85.4K	0.05%	140
2025 Q1	$1.63M	Sell	20,830 -2,371	-10%	-$201K	0.05%	141
2024 Q4	$1.99M	Sell	23,201 -1,528	-6%	-$132K	0.06%	121
2024 Q3	$2.04M	Buy	24,729 +5,075	+26%	+$407K	0.07%	123
2024 Q2	$1.6M	Sell	19,654 -8,570	-30%	-$655K	0.06%	136
2024 Q1	$2.15M	Sell	28,224 -5,055	-15%	-$367K	0.08%	117
2023 Q4	$2.31M	Buy	+33,279	New	+$2.12M	0.1%	109

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NorthRock Partners's NULG Position: Q1 2026 in Review

NorthRock Partners reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 11% in Q1 2026, selling an estimated $208K and leaving 16,875 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #235.

NorthRock Partners first reported a position in NULG in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.31M in Q4 2023. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

NorthRock Partners held 16,875 shares of Nuveen ESG Large-Cap Growth ETF worth $1.53M as of Q1 2026.
NorthRock Partners sold 2,169 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $208K.
Nuveen ESG Large-Cap Growth ETF made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #235 holding.
NorthRock Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
NorthRock Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $2.31M in Q4 2023.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.