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

Redwood Financial Network’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	–	Sell	-2,317	Closed	-$227K	–	180
2025 Q4	$227K	Sell	2,317 -961	-29%	-$94.9K	0.14%	158
2025 Q3	$326K	Sell	3,278 -228	-7%	-$22.2K	0.21%	128
2025 Q2	$329K	Sell	3,506 -293	-8%	-$24.7K	0.22%	120
2025 Q1	$297K	Sell	3,799 -2,877	-43%	-$244K	0.23%	119
2024 Q4	$573K	Sell	6,676 -3,669	-35%	-$317K	0.43%	72
2024 Q3	$855K	Sell	10,345 -3,121	-23%	-$250K	0.67%	42
2024 Q2	$1.09M	Buy	13,466 +78	+0.6%	+$5.96K	0.92%	32
2024 Q1	$1.02M	Buy	13,388 +3,323	+33%	+$241K	0.89%	34
2023 Q4	$699K	Buy	10,065 +1,483	+17%	+$94.3K	0.68%	45
2023 Q3	$515K	Buy	8,582 +624	+8%	+$39K	0.55%	61
2023 Q2	$495K	Buy	7,958 +2,973	+60%	+$170K	0.46%	69
2023 Q1	$278K	Buy	+4,985	New	+$263K	0.28%	110

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

Redwood Financial Network's NULG Position: Q1 2026 in Review

Redwood Financial Network sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2026, closing a stake of 2,317 shares — an estimated $227K sold.

Redwood Financial Network first reported a position in NULG in Q1 2023 and held it in 12 quarters. The position peaked at $1.09M in Q2 2024. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

Redwood Financial Network reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Redwood Financial Network sold 2,317 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $227K.
Redwood Financial Network first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2023 and held it in 12 quarters.
Redwood Financial Network's Nuveen ESG Large-Cap Growth ETF position peaked at $1.09M in Q2 2024.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.