O'Brien Wealth Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

O'Brien Wealth 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
2025 Q4	$10.1M	Sell	103,049 -2,267	-2%	-$224K	1.33%	20
2025 Q3	$10.5M	Sell	105,316 -2,171	-2%	-$211K	1.42%	19
2025 Q2	$10.1M	Buy	107,487 +381	+0.4%	+$32.2K	1.58%	18
2025 Q1	$8.38M	Sell	107,106 -445	-0.4%	-$37.8K	1.56%	18
2024 Q4	$9.23M	Sell	107,551 -1,447	-1%	-$125K	1.66%	17
2024 Q3	$9.01M	Buy	+108,998	New	+$8.74M	1.77%	17

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

O'Brien Wealth Partners's NULG Position: Q4 2025 in Review

O'Brien Wealth Partners reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 2.2% in Q4 2025, selling an estimated $224K and leaving 103,049 shares worth $10.1M. The position accounts for 1.33% of the portfolio, ranked #20.

O'Brien Wealth Partners first reported a position in NULG in Q3 2024 and has held it in 6 quarters since. The position peaked at $10.5M in Q3 2025. 287 funds tracked by Wall St. Rank hold NULG as of Q4 2025.

O'Brien Wealth Partners held 103,049 shares of Nuveen ESG Large-Cap Growth ETF worth $10.1M as of Q4 2025.
O'Brien Wealth Partners sold 2,267 Nuveen ESG Large-Cap Growth ETF shares in Q4 2025, an estimated $224K.
Nuveen ESG Large-Cap Growth ETF made up 1.33% of O'Brien Wealth Partners's portfolio in Q4 2025, its #20 holding.
O'Brien Wealth Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2024 and has held it in 6 quarters since.
O'Brien Wealth Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $10.5M in Q3 2025.
287 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.