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

Wealth Architects’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
2024 Q4	–	Sell	-4,523	Closed	-$209K	–	221
2024 Q3	$209K	Buy	+4,523	New	+$201K	0.02%	202
2023 Q4	–	Sell	-8,573	Closed	-$302K	–	203
2023 Q3	$302K	Hold	8,573	–	–	0.05%	142
2023 Q2	$311K	Sell	8,573 -690	-7%	-$23.8K	0.05%	141
2023 Q1	$317K	Hold	9,263	–	–	0.06%	134
2022 Q4	$298K	Buy	9,263 +2,607	+39%	+$85.2K	0.06%	133
2022 Q3	$201K	Hold	6,656	–	–	0.04%	160
2022 Q2	$211K	Sell	6,656 -1,795	-21%	-$62.4K	0.04%	168
2022 Q1	$326K	Hold	8,451	–	–	0.06%	148
2021 Q4	$349K	Buy	8,451 +1,494	+21%	+$63.4K	0.06%	141
2021 Q3	$281K	Sell	6,957 -26	-0.4%	-$1.07K	0.05%	142
2021 Q2	$280K	Hold	6,983	–	–	0.05%	137
2021 Q1	$261K	Sell	6,983 -336	-5%	-$12.2K	0.06%	133
2020 Q4	$255K	Hold	7,319	–	–	0.06%	130
2020 Q3	$233K	Buy	+7,319	New	+$229K	0.06%	129

Other funds holding NULC

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

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

JWM

JFG Wealth Management Denver, Colorado $511M AUM 14.9% 1-Year Est. Return

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

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

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Wealth Architects's NULC Position: Q4 2024 in Review

Wealth Architects sold out of Nuveen ESG Large-Cap ETF (NULC) in Q4 2024, closing a stake of 4,523 shares — an estimated $209K sold.

Wealth Architects first reported a position in NULC in Q3 2020 and held it in 14 quarters. The position peaked at $349K in Q4 2021. 19 funds tracked by Wall St. Rank hold NULC as of Q4 2024.

Wealth Architects reported no remaining Nuveen ESG Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
Wealth Architects sold 4,523 Nuveen ESG Large-Cap ETF shares in Q4 2024, an estimated $209K.
Wealth Architects first reported a position in Nuveen ESG Large-Cap ETF in Q3 2020 and held it in 14 quarters.
Wealth Architects's Nuveen ESG Large-Cap ETF position peaked at $349K in Q4 2021.
19 funds tracked by Wall St. Rank held Nuveen ESG Large-Cap ETF as of Q4 2024.

Based on Wealth Architects's 13F filing for Q4 2024, filed 10 Feb 2025.