Kelman-Lazarov Inc’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$376K	Sell	4,135 -22	-0.5%	-$2.11K	0.05%	101
2025 Q4	$407K	Sell	4,157 -9	-0.2%	-$889	0.06%	96
2025 Q3	$414K	Buy	4,166 +254	+6%	+$24.7K	0.06%	96
2025 Q2	$368K	Hold	3,912	–	–	0.06%	89
2025 Q1	$306K	Sell	3,912 -434	-10%	-$36.8K	0.06%	91
2024 Q4	$373K	Hold	4,346	–	–	0.07%	83
2024 Q3	$359K	Hold	4,346	–	–	0.06%	84
2024 Q2	$353K	Sell	4,346 -377	-8%	-$28.8K	0.07%	82
2024 Q1	$360K	Sell	4,723 -553	-10%	-$40.1K	0.07%	81
2023 Q4	$367K	Sell	5,276 -19	-0.4%	-$1.21K	0.08%	78
2023 Q3	$318K	Sell	5,295 -999	-16%	-$62.5K	0.08%	78
2023 Q2	$392K	Sell	6,294 -45	-0.7%	-$2.57K	0.09%	72
2023 Q1	$353K	Buy	6,339 +125	+2%	+$6.6K	0.09%	76
2022 Q4	$304K	Sell	6,214 -941	-13%	-$46.3K	0.09%	78
2022 Q3	$330K	Sell	7,155 -691	-9%	-$35.5K	0.11%	65
2022 Q2	$378K	Buy	7,846 +926	+13%	+$48.7K	0.13%	59
2022 Q1	$420K	Buy	6,920 +470	+7%	+$28K	0.14%	55
2021 Q4	$442K	Sell	6,450 -96	-1%	-$6.73K	0.14%	57
2021 Q3	$428K	Buy	6,546 +804	+14%	+$54.2K	0.15%	51
2021 Q2	$370K	Buy	5,742 +614	+12%	+$37.5K	0.13%	57
2021 Q1	$297K	Buy	5,128 +1,261	+33%	+$72.9K	0.11%	67
2020 Q4	$218K	Buy	+3,867	New	+$208K	0.08%	73