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Whittier Trust’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Whittier Trust’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
2024
Q4 		– Sell
-1,023
Closed -$84.5K – 1588
2024
Q3 		$84.5K Hold
1,023
– – ﹤0.01% 829
2024
Q2 		$83K Hold
1,023
– – ﹤0.01% 810
2024
Q1 		$78K Hold
1,023
– – ﹤0.01% 843
2023
Q4 		$71.1K Hold
1,023
– – ﹤0.01% 845
2023
Q3 		$61.3K Hold
1,023
– – ﹤0.01% 879
2023
Q2 		$63.6K Hold
1,023
– – ﹤0.01% 884
2023
Q1 		$57K Sell
1,023
-2,645
-72% -$140K ﹤0.01% 947
2022
Q4 		$179K Buy
+3,668
New +$180K ﹤0.01% 677

Other funds holding NULG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whittier Trust's NULG Position: Q4 2024 in Review

Whittier Trust sold out of Nuveen ESG Large-Cap Growth ETF (NULG) in Q4 2024, closing a stake of 1,023 shares — an estimated $84.5K sold.

Whittier Trust first reported a position in NULG in Q4 2022 and held it in 8 quarters. The position peaked at $179K in Q4 2022. 249 funds tracked by Wall St. Rank hold NULG as of Q4 2024.

  • Whittier Trust reported no remaining Nuveen ESG Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Whittier Trust sold 1,023 Nuveen ESG Large-Cap Growth ETF shares in Q4 2024, an estimated $84.5K.
  • Whittier Trust first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2022 and held it in 8 quarters.
  • Whittier Trust's Nuveen ESG Large-Cap Growth ETF position peaked at $179K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q4 2024.

Based on Whittier Trust's 13F filing for Q4 2024, filed 11 Feb 2025.