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

TrueWealth 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 		– Sell
-45,689
Closed -$4.47M – 94
2025
Q4 		$4.47M Buy
+45,689
New +$4.51M 3.69% 7

Other funds holding NULG

Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

TrueWealth Financial Partners sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q1 2026, closing a stake of 45,689 shares — an estimated $4.47M sold.

TrueWealth Financial Partners first reported a position in NULG in Q4 2025 and held it in 1 quarter. The position peaked at $4.47M in Q4 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

  • TrueWealth Financial Partners reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 45,689 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $4.47M.
  • TrueWealth Financial Partners first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • TrueWealth Financial Partners's Nuveen ESG Large-Cap Growth ETF position peaked at $4.47M in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on TrueWealth Financial Partners's 13F filing for Q1 2026, filed 20 May 2026.