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Tru Independence Asset Management 2’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-793
Closed -$45K – 309
2020
Q4 		$45K Buy
+793
New +$42.7K 0.04% 185

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tru Independence Asset Management 2's NULG Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2021, closing a stake of 793 shares — an estimated $45K sold.

Tru Independence Asset Management 2 first reported a position in NULG in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 78 funds tracked by Wall St. Rank hold NULG as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 793 Nuveen ESG Large-Cap Growth ETF shares in Q1 2021, an estimated $45K.
  • Tru Independence Asset Management 2 first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Nuveen ESG Large-Cap Growth ETF position peaked at $45K in Q4 2020.
  • 78 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.