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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.63M Hold
2025
Q1
$3.25M Buy
2024
Q4
$2.88M Hold
2024
Q3
$2.94M Buy
2024
Q2
$2.7M Hold
2024
Q1
$2.66M Buy
2023
Q4
$1.66M Buy
2023
Q3
$1.23M Hold
2023
Q2
$1.26M Sell
2023
Q1
$1.45M Hold
2022
Q4
$1.36M Buy