Marshall & Sterling Wealth Advisors’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$809K	Sell	8,638 -1,366	-14%	-$128K	0.55%	36
2025 Q1	$783K	Sell	10,004 -2,255	-18%	-$177K	0.53%	36
2024 Q4	$1.05M	Buy	+12,259	New	+$1.05M	0.73%	35