Retirement Capital Strategies’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Retirement Capital Strategies’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 Q1	–	Sell	-9,060	Closed	-$778K	–	85
2024 Q4	$778K	Buy	+9,060	New	+$784K	0.29%	49
2024 Q3	–	Sell	-3,358	Closed	-$273K	–	77
2024 Q2	$273K	Sell	3,358 -26,777	-89%	-$2.05M	0.11%	63
2024 Q1	$2.3M	Buy	+30,135	New	+$2.19M	0.94%	28
2021 Q3	–	Sell	-12,909	Closed	-$833K	–	77
2021 Q2	$833K	Buy	+12,909	New	+$789K	0.32%	44

Other funds holding NULG

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

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

Retirement Capital Strategies's NULG Position: Q1 2025 in Review

Retirement Capital Strategies sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2025, closing a stake of 9,060 shares — an estimated $778K sold.

Retirement Capital Strategies first reported a position in NULG in Q2 2021 and held it in 4 quarters. The position peaked at $2.3M in Q1 2024. 237 funds tracked by Wall St. Rank hold NULG as of Q1 2025.

Retirement Capital Strategies reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Retirement Capital Strategies sold 9,060 Nuveen ESG Large-Cap Growth ETF shares in Q1 2025, an estimated $778K.
Retirement Capital Strategies first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and held it in 4 quarters.
Retirement Capital Strategies's Nuveen ESG Large-Cap Growth ETF position peaked at $2.3M in Q1 2024.
237 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2025.

Based on Retirement Capital Strategies's 13F filing for Q1 2025, filed 14 May 2025.