Wipfli Financial Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$73K	Buy	+1,577	New	+$81.1K	0.01%	887
2021 Q4	–	Sell	-3,417	Closed	-$224K	–	47
2021 Q3	$224K	Hold	3,417	–	–	0.03%	42
2021 Q2	$220K	Sell	3,417 -542	-14%	-$33.1K	0.03%	43
2021 Q1	$230K	Sell	3,959 -2,932	-43%	-$170K	0.12%	30
2020 Q4	$388K	Buy	+6,891	New	+$371K	0.23%	24

Other funds holding NULG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wipfli Financial Advisors's NULG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Nuveen ESG Large-Cap Growth ETF (NULG) in Q3 2022: 1,577 shares worth $73K. The stake represents 0.01% of the portfolio and ranks #887 among its holdings. This is a return to the name: Wipfli Financial Advisors previously reported a position in NULG as recently as Q3 2021.

Wipfli Financial Advisors first reported a position in NULG in Q4 2020 and has held it in 5 quarters since. The position peaked at $388K in Q4 2020. 127 funds tracked by Wall St. Rank hold NULG as of Q3 2022.

Wipfli Financial Advisors held 1,577 shares of Nuveen ESG Large-Cap Growth ETF worth $73K as of Q3 2022.
Nuveen ESG Large-Cap Growth ETF was a new Wipfli Financial Advisors position in Q3 2022.
Nuveen ESG Large-Cap Growth ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #887 holding.
Wipfli Financial Advisors first reported a position in Nuveen ESG Large-Cap Growth ETF in Q4 2020 and has held it in 5 quarters since.
Wipfli Financial Advisors's Nuveen ESG Large-Cap Growth ETF position peaked at $388K in Q4 2020.
127 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.