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

Sandbox 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
2026 Q1	$1.08M	Sell	11,858 -546	-4%	-$52.3K	0.3%	48
2025 Q4	$1.21M	Sell	12,404 -740	-6%	-$73.1K	0.34%	43
2025 Q3	$1.31M	Buy	13,144 +3,136	+31%	+$305K	0.37%	45
2025 Q2	$940K	Buy	10,008 +1,118	+13%	+$94.4K	0.3%	51
2025 Q1	$696K	Sell	8,890 -2,110	-19%	-$179K	0.25%	54
2024 Q4	$944K	Buy	11,000 +813	+8%	+$70.3K	0.31%	47
2024 Q3	$842K	Buy	10,187 +2,828	+38%	+$227K	0.3%	47
2024 Q2	$597K	Buy	7,359 +733	+11%	+$56K	0.23%	55
2024 Q1	$505K	Buy	+6,626	New	+$480K	0.21%	60

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

NEI

Northwest & Ethical Investments Toronto, Ontario, Canada $4.3B AUM 24.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sandbox Financial Partners's NULG Position: Q1 2026 in Review

Sandbox Financial Partners reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 4.4% in Q1 2026, selling an estimated $52.3K and leaving 11,858 shares worth $1.08M. The position accounts for 0.3% of the portfolio, ranked #48.

Sandbox Financial Partners first reported a position in NULG in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q3 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

Sandbox Financial Partners held 11,858 shares of Nuveen ESG Large-Cap Growth ETF worth $1.08M as of Q1 2026.
Sandbox Financial Partners sold 546 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $52.3K.
Nuveen ESG Large-Cap Growth ETF made up 0.3% of Sandbox Financial Partners's portfolio in Q1 2026, its #48 holding.
Sandbox Financial Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Sandbox Financial Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $1.31M in Q3 2025.
279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.