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Sharkey, Howes & Javer’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Sharkey, Howes & Javer’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
Q4 		– Sell
-12,035
Closed -$555K – 107
2022
Q3 		$555K Buy
+12,035
New +$619K 0.12% 71

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sharkey, Howes & Javer's NULG Position: Q4 2022 in Review

Sharkey, Howes & Javer sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2022, closing a stake of 12,035 shares — an estimated $555K sold.

Sharkey, Howes & Javer first reported a position in NULG in Q3 2022 and held it in 1 quarter. The position peaked at $555K in Q3 2022. 150 funds tracked by Wall St. Rank hold NULG as of Q4 2022.

  • Sharkey, Howes & Javer reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 12,035 Nuveen ESG Large-Cap Growth ETF shares in Q4 2022, an estimated $555K.
  • Sharkey, Howes & Javer first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Sharkey, Howes & Javer's Nuveen ESG Large-Cap Growth ETF position peaked at $555K in Q3 2022.
  • 150 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2022.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2022, filed 30 Jan 2023.