3EDGE Asset Management’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

3EDGE Asset Management’s Portfolio NULC Stock Details NULC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,350	Closed	-$201K	–	92
2024 Q3	$201K	Buy	+4,350	New	+$193K	0.01%	68
2024 Q2	–	Sell	-9,242	Closed	-$399K	–	75
2024 Q1	$399K	Sell	9,242 -151	-2%	-$6.15K	0.03%	55
2023 Q4	$366K	Sell	9,393 -11	-0.1%	-$404	0.03%	49
2023 Q3	$329K	Sell	9,404 -378	-4%	-$13.8K	0.03%	36
2023 Q2	$355K	Sell	9,782 -24,879	-72%	-$856K	0.03%	36
2023 Q1	$1.19M	Sell	34,661 -2	-0%	-$67	0.09%	23
2022 Q4	$1.12M	Buy	+34,663	New	+$1.13M	0.09%	20

Other funds holding NULC

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JWM

JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

3EDGE Asset Management's NULC Position: Q4 2024 in Review

3EDGE Asset Management sold out of Nuveen ESG Large-Cap ETF (NULC) in Q4 2024, closing a stake of 4,350 shares — an estimated $201K sold.

3EDGE Asset Management first reported a position in NULC in Q4 2022 and held it in 7 quarters. The position peaked at $1.19M in Q1 2023. 19 funds tracked by Wall St. Rank hold NULC as of Q4 2024.

3EDGE Asset Management reported no remaining Nuveen ESG Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
3EDGE Asset Management sold 4,350 Nuveen ESG Large-Cap ETF shares in Q4 2024, an estimated $201K.
3EDGE Asset Management first reported a position in Nuveen ESG Large-Cap ETF in Q4 2022 and held it in 7 quarters.
3EDGE Asset Management's Nuveen ESG Large-Cap ETF position peaked at $1.19M in Q1 2023.
19 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q4 2024.

Based on 3EDGE Asset Management's 13F filing for Q4 2024, filed 31 Jan 2025.