JFG Wealth Management’s Nuveen ESG Large-Cap ETF NULC Stock Holding History

JFG Wealth 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
2025 Q3	$689K	Hold	13,224	–	–	0.13%	39
2025 Q2	$648K	Hold	13,224	–	–	0.14%	34
2025 Q1	$580K	Hold	13,224	–	–	0.13%	43
2024 Q4	$601K	Hold	13,224	–	–	0.14%	54
2024 Q3	$612K	Buy	+13,224	New	+$588K	0.17%	38

Other funds holding NULC

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TRCT

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

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

VAF

Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JFG Wealth Management's NULC Position: Q3 2025 in Review

JFG Wealth Management held its Nuveen ESG Large-Cap ETF (NULC) position steady in Q3 2025 at 13,224 shares worth $689K. The position accounts for 0.13% of the portfolio, ranked #39.

JFG Wealth Management first reported a position in NULC in Q3 2024 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold NULC as of Q3 2025.

JFG Wealth Management held 13,224 shares of Nuveen ESG Large-Cap ETF worth $689K as of Q3 2025.
JFG Wealth Management left its Nuveen ESG Large-Cap ETF share count unchanged in Q3 2025.
Nuveen ESG Large-Cap ETF made up 0.13% of JFG Wealth Management's portfolio in Q3 2025, its #39 holding.
JFG Wealth Management first reported a position in Nuveen ESG Large-Cap ETF in Q3 2024 and has held it in 5 quarters since.
19 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.