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Wescott Financial Advisory Group’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Wescott Financial Advisory 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
2026
Q1 		$1.17M Buy
12,851
+24
+0.2% +$2.3K 0.1% 88
2025
Q4 		$1.25M Buy
12,827
+843
+7% +$83.3K 0.11% 84
2025
Q3 		$1.19M Buy
11,984
+198
+2% +$19.3K 0.11% 84
2025
Q2 		$1.11M Buy
11,786
+1,607
+16% +$136K 0.11% 83
2025
Q1 		$797K Sell
10,179
-547
-5% -$46.4K 0.08% 89
2024
Q4 		$921K Buy
10,726
+770
+8% +$66.6K 0.1% 85
2024
Q3 		$823K Sell
9,956
-34
-0.3% -$2.73K 0.09% 88
2024
Q2 		$811K Buy
9,990
+2,518
+34% +$193K 0.09% 89
2024
Q1 		$570K Sell
7,472
-366
-5% -$26.5K 0.07% 103
2023
Q4 		$545K Buy
7,838
+316
+4% +$20.1K 0.08% 98
2023
Q3 		$451K Buy
7,522
+844
+13% +$52.8K 0.08% 103
2023
Q2 		$415K Buy
6,678
+243
+4% +$13.9K 0.07% 106
2023
Q1 		$359K Sell
6,435
-1,759
-21% -$92.9K 0.08% 115
2022
Q4 		$401K Buy
8,194
+1,998
+32% +$98.2K 0.09% 102
2022
Q3 		$286K Buy
6,196
+267
+5% +$13.7K 0.08% 116
2022
Q2 		$286K Buy
5,929
+1,240
+26% +$65.3K 0.08% 112
2022
Q1 		$285K Buy
4,689
+724
+18% +$43.1K 0.07% 105
2021
Q4 		$272K Buy
3,965
+638
+19% +$44.7K 0.14% 57
2021
Q3 		$218K Buy
+3,327
New +$224K 0.12% 64

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
NEI
Northwest & Ethical Investments Toronto, Ontario, Canada $4.32B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wescott Financial Advisory Group's NULG Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 0.19% in Q1 2026, buying an estimated $2.3K and bringing the position to 12,851 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #88.

Wescott Financial Advisory Group first reported a position in NULG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2025. 279 funds tracked by Wall St. Rank hold NULG as of Q1 2026.

  • Wescott Financial Advisory Group held 12,851 shares of Nuveen ESG Large-Cap Growth ETF worth $1.17M as of Q1 2026.
  • Wescott Financial Advisory Group bought 24 Nuveen ESG Large-Cap Growth ETF shares in Q1 2026, an estimated $2.3K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.1% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #88 holding.
  • Wescott Financial Advisory Group first reported a position in Nuveen ESG Large-Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Wescott Financial Advisory Group's Nuveen ESG Large-Cap Growth ETF position peaked at $1.25M in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.