Montis Financial’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	$497K	Sell	5,288 -498	-9%	-$46.8K	0.14%	87
2025 Q1	$453K	Sell	5,786 -291	-5%	-$22.8K	0.13%	94
2024 Q4	$522K	Buy	+6,077	New	+$522K	0.16%	83