JWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
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 +$612K 0.17% 38