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Plante Moran Financial Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Plante Moran Financial 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
2022
Q4 		– Sell
-4,770
Closed -$220K – 937
2022
Q3 		$220K Buy
+4,770
New +$245K 0.04% 137

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's NULG Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2022, closing a stake of 4,770 shares — an estimated $220K sold.

Plante Moran Financial Advisors first reported a position in NULG in Q3 2022 and held it in 1 quarter. The position peaked at $220K in Q3 2022. 150 funds tracked by Wall St. Rank hold NULG as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 4,770 Nuveen ESG Large-Cap Growth ETF shares in Q4 2022, an estimated $220K.
  • Plante Moran Financial Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $220K in Q3 2022.
  • 150 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.