RFP
NULG icon

Root Financial Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Root Financial 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
2024
Q4 		– Sell
-7,441
Closed -$615K – 221
2024
Q3 		$615K Buy
+7,441
New +$596K 0.1% 77

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Root Financial Partners's NULG Position: Q4 2024 in Review

Root Financial Partners sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2024, closing a stake of 7,441 shares — an estimated $615K sold.

Root Financial Partners first reported a position in NULG in Q3 2024 and held it in 1 quarter. The position peaked at $615K in Q3 2024. 249 funds tracked by Wall St. Rank hold NULG as of Q4 2024.

  • Root Financial Partners reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Root Financial Partners sold 7,441 Nuveen ESG Large-Cap Growth ETF shares in Q4 2024, an estimated $615K.
  • Root Financial Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Root Financial Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $615K in Q3 2024.
  • 249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2024.

Based on Root Financial Partners's 13F filing for Q4 2024, filed 30 Jan 2025.