WLIM
NULG icon

White Lighthouse Investment Management’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

White Lighthouse Investment Management’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
Q2 		$1.22M Buy
10,401
+614
+6% +$65.9K 0.15% 73
2026
Q1 		$890K Sell
9,787
-691
-7% -$66.2K 0.12% 81
2025
Q4 		$1.02M Buy
10,478
+305
+3% +$30.1K 0.14% 74
2025
Q3 		$1.01M Buy
10,173
+3,063
+43% +$298K 0.15% 69
2025
Q2 		$668K Buy
7,110
+1,448
+26% +$122K 0.11% 79
2025
Q1 		$443K Buy
5,662
+1,067
+23% +$90.5K 0.08% 91
2024
Q4 		$394K Sell
4,595
-274
-6% -$23.7K 0.07% 101
2024
Q3 		$402K Sell
4,869
-1,802
-27% -$144K 0.07% 94
2024
Q2 		$541K Sell
6,671
-583
-8% -$44.6K 0.1% 81
2024
Q1 		$553K Sell
7,254
-712
-9% -$51.6K 0.11% 82
2023
Q4 		$553K Buy
7,966
+1,079
+16% +$68.6K 0.12% 80
2023
Q3 		$413K Buy
6,887
+542
+9% +$33.9K 0.1% 85
2023
Q2 		$395K Sell
6,345
-394
-6% -$22.5K 0.09% 87
2023
Q1 		$376K Buy
6,739
+569
+9% +$30.1K 0.09% 88
2022
Q4 		$302K Sell
6,170
-2,173
-26% -$107K 0.08% 94
2022
Q3 		$385K Buy
8,343
+910
+12% +$46.8K 0.11% 85
2022
Q2 		$358K Sell
7,433
-484
-6% -$25.5K 0.1% 85
2022
Q1 		$481K Buy
7,917
+534
+7% +$31.8K 0.12% 78
2021
Q4 		$506K Buy
7,383
+768
+12% +$53.8K 0.13% 78
2021
Q3 		$433K Buy
6,615
+1,048
+19% +$70.6K 0.12% 81
2021
Q2 		$359K Buy
+5,567
New +$340K 0.1% 88

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

White Lighthouse Investment Management's NULG Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Nuveen ESG Large-Cap Growth ETF (NULG) stake by 6.3% in Q2 2026, buying an estimated $65.9K and bringing the position to 10,401 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #73.

White Lighthouse Investment Management first reported a position in NULG in Q2 2021 and has held it in 21 quarters since. 316 funds tracked by Wall St. Rank hold NULG as of Q2 2026.

  • White Lighthouse Investment Management held 10,401 shares of Nuveen ESG Large-Cap Growth ETF worth $1.22M as of Q2 2026.
  • White Lighthouse Investment Management bought 614 Nuveen ESG Large-Cap Growth ETF shares in Q2 2026, an estimated $65.9K.
  • Nuveen ESG Large-Cap Growth ETF made up 0.15% of White Lighthouse Investment Management's portfolio in Q2 2026, its #73 holding.
  • White Lighthouse Investment Management first reported a position in Nuveen ESG Large-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 316 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.