Relyea Zuckerberg Hanson’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Relyea Zuckerberg Hanson’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 Q2	–	Sell	-4,880	Closed	-$285K	–	148
2022 Q1	$285K	Sell	4,880 -1,268	-21%	-$75.5K	0.09%	132
2021 Q4	$361K	Buy	6,148 +313	+5%	+$21.9K	0.13%	113
2021 Q3	$382K	Hold	5,835	–	–	0.15%	97
2021 Q2	$376K	Hold	5,835	–	–	0.15%	89
2021 Q1	$363K	Hold	5,835	–	–	0.16%	85
2020 Q4	$328K	Buy	5,835 +155	+3%	+$8.34K	0.18%	84
2020 Q3	$300K	Hold	5,680	–	–	0.19%	88
2020 Q2	$261K	Buy	+5,680	New	+$237K	0.21%	97

Other funds holding NULG

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

Relyea Zuckerberg Hanson's NULG Position: Q2 2022 in Review

Relyea Zuckerberg Hanson sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q2 2022, closing a stake of 4,880 shares — an estimated $285K sold.

Relyea Zuckerberg Hanson first reported a position in NULG in Q2 2020 and held it in 8 quarters. The position peaked at $382K in Q3 2021. 131 funds tracked by Wall St. Rank hold NULG as of Q2 2022.

Relyea Zuckerberg Hanson reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Relyea Zuckerberg Hanson sold 4,880 Nuveen ESG Large-Cap Growth ETF shares in Q2 2022, an estimated $285K.
Relyea Zuckerberg Hanson first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2020 and held it in 8 quarters.
Relyea Zuckerberg Hanson's Nuveen ESG Large-Cap Growth ETF position peaked at $382K in Q3 2021.
131 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2022.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2022, filed 18 Jul 2022.