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

Tolleson 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
2026 Q1	$4.71M	Buy	101,853 +24,390	+31%	+$1.18M	0.69%	19
2025 Q4	$3.71M	Buy	77,463 +1,595	+2%	+$82.4K	0.54%	22
2025 Q3	$3.95M	Buy	75,868 +1,800	+2%	+$90.9K	0.61%	20
2025 Q2	$3.63M	Hold	74,068	–	–	0.62%	18
2025 Q1	$3.25M	Buy	74,068 +10,650	+17%	+$488K	0.63%	19
2024 Q4	$2.88M	Hold	63,418	–	–	0.59%	21
2024 Q3	$2.94M	Buy	63,418 +1,730	+3%	+$76.9K	0.56%	18
2024 Q2	$2.7M	Hold	61,688	–	–	0.53%	18
2024 Q1	$2.66M	Buy	61,688 +19,000	+45%	+$774K	0.52%	18
2023 Q4	$1.66M	Buy	42,688 +7,850	+23%	+$288K	0.34%	29
2023 Q3	$1.23M	Hold	34,838	–	–	0.3%	38
2023 Q2	$1.26M	Sell	34,838 -7,400	-18%	-$255K	0.3%	41
2023 Q1	$1.45M	Hold	42,238	–	–	0.37%	35
2022 Q4	$1.36M	Buy	+42,238	New	+$1.38M	0.37%	37

Other funds holding NULC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VAF

Values Added Financial Washington, District of Columbia $277M AUM 22.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tolleson Wealth Management's NULC Position: Q1 2026 in Review

Tolleson Wealth Management increased its Nuveen ESG Large-Cap ETF (NULC) stake by 31% in Q1 2026, buying an estimated $1.18M and bringing the position to 101,853 shares worth $4.71M. The position accounts for 0.69% of the portfolio, ranked #19.

Tolleson Wealth Management first reported a position in NULC in Q4 2022 and has held it in 14 quarters since. 16 funds tracked by Wall St. Rank hold NULC as of Q1 2026.

Tolleson Wealth Management held 101,853 shares of Nuveen ESG Large-Cap ETF worth $4.71M as of Q1 2026.
Tolleson Wealth Management bought 24,390 Nuveen ESG Large-Cap ETF shares in Q1 2026, an estimated $1.18M.
Nuveen ESG Large-Cap ETF made up 0.69% of Tolleson Wealth Management's portfolio in Q1 2026, its #19 holding.
Tolleson Wealth Management first reported a position in Nuveen ESG Large-Cap ETF in Q4 2022 and has held it in 14 quarters since.
16 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q1 2026.

Based on Tolleson Wealth Management's 13F filing for Q1 2026, filed 28 Jul 2026.