Seaview Investment Managers’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Seaview Investment Managers’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
2023 Q4	–	Sell	-32,570	Closed	-$1.95M	–	106
2023 Q3	$1.95M	Sell	32,570 -21,361	-40%	-$1.34M	0.65%	41
2023 Q2	$3.36M	Buy	+53,931	New	+$3.08M	1.09%	33
2021 Q1	–	Sell	-18,738	Closed	-$1.05M	–	127
2020 Q4	$1.05M	Buy	18,738 +15,761	+529%	+$848K	0.74%	39
2020 Q3	$147K	Buy	+2,977	New	+$148K	0.14%	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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Seaview Investment Managers's NULG Position: Q4 2023 in Review

Seaview Investment Managers sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2023, closing a stake of 32,570 shares — an estimated $1.95M sold.

Seaview Investment Managers first reported a position in NULG in Q3 2020 and held it in 4 quarters. The position peaked at $3.36M in Q2 2023. 187 funds tracked by Wall St. Rank hold NULG as of Q4 2023.

Seaview Investment Managers reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
Seaview Investment Managers sold 32,570 Nuveen ESG Large-Cap Growth ETF shares in Q4 2023, an estimated $1.95M.
Seaview Investment Managers first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2020 and held it in 4 quarters.
Seaview Investment Managers's Nuveen ESG Large-Cap Growth ETF position peaked at $3.36M in Q2 2023.
187 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2023.

Based on Seaview Investment Managers's 13F filing for Q4 2023, filed 6 Feb 2024.