Stearns Financial Services Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Stearns Financial Services Group’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
2020 Q3	$1.07M	Sell	21,126 -795	-4%	-$39.4K	0.17%	54
2020 Q2	$1.01M	Buy	21,921 +2,276	+12%	+$95K	0.16%	59
2020 Q1	$692K	Buy	19,645 +1,943	+11%	+$79.6K	0.12%	69
2019 Q4	$734K	Hold	17,702	–	–	0.12%	74
2019 Q3	$674K	Buy	17,702 +8,646	+95%	+$328K	0.12%	71
2019 Q2	$337K	Buy	9,056 +3,524	+64%	+$127K	0.06%	98
2019 Q1	$195K	Buy	5,532 +2,636	+91%	+$87.6K	0.04%	127
2018 Q4	$87K	Buy	+2,896	New	+$97.2K	0.02%	139

Other funds holding NULG

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

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

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stearns Financial Services Group's NULG Position: Q3 2020 in Review

Stearns Financial Services Group reduced its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 3.6% in Q3 2020, selling an estimated $39.4K and leaving 21,126 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #54.

Stearns Financial Services Group first reported a position in NULG in Q4 2018 and has held it in 8 quarters since. 62 funds tracked by Wall St. Rank hold NULG as of Q3 2020.

Stearns Financial Services Group held 21,126 shares of Nuveen ESG Large-Cap Growth ETF worth $1.07M as of Q3 2020.
Stearns Financial Services Group sold 795 Nuveen ESG Large-Cap Growth ETF shares in Q3 2020, an estimated $39.4K.
Nuveen ESG Large-Cap Growth ETF made up 0.17% of Stearns Financial Services Group's portfolio in Q3 2020, its #54 holding.
Stearns Financial Services Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2018 and has held it in 8 quarters since.
62 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.