TWM
Tolleson Wealth Management’s Nuveen ESG Large-Cap ETF NULC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Hold |
74,068
| – | – | 0.62% | 18 |
|
|
2025
Q1 | $3.25M | Buy |
74,068
+10,650
| +17% | +$467K | 0.63% | 19 |
|
|
2024
Q4 | $2.88M | Hold |
63,418
| – | – | 0.59% | 21 |
|
|
2024
Q3 | $2.94M | Buy |
63,418
+1,730
| +3% | +$80.1K | 0.56% | 18 |
|
|
2024
Q2 | $2.7M | Hold |
61,688
| – | – | 0.53% | 18 |
|
|
2024
Q1 | $2.66M | Buy |
61,688
+19,000
| +45% | +$820K | 0.52% | 18 |
|
|
2023
Q4 | $1.66M | Buy |
42,688
+7,850
| +23% | +$306K | 0.34% | 29 |
|
|
2023
Q3 | $1.23M | Hold |
34,838
| – | – | 0.3% | 38 |
|
|
2023
Q2 | $1.26M | Sell |
34,838
-7,400
| -18% | -$268K | 0.3% | 41 |
|
|
2023
Q1 | $1.45M | Hold |
42,238
| – | – | 0.37% | 35 |
|
|
2022
Q4 | $1.36M | Buy |
+42,238
| New | +$1.36M | 0.37% | 37 |
|