BWP
BSW Wealth Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
86,830
-10,784
| -11% | -$439K | 0.48% | 36 |
|
|
2025
Q1 | $3.74M | Sell |
97,614
-8,711
| -8% | -$334K | 0.57% | 32 |
|
|
2024
Q4 | $4.45M | Sell |
106,325
-4,398
| -4% | -$184K | 0.65% | 33 |
|
|
2024
Q3 | $4.74M | Sell |
110,723
-484
| -0.4% | -$20.7K | 0.71% | 26 |
|
|
2024
Q2 | $4.37M | Sell |
111,207
-4,259
| -4% | -$168K | 0.72% | 29 |
|
|
2024
Q1 | $4.8M | Sell |
115,466
-1,363
| -1% | -$56.7K | 0.81% | 26 |
|
|
2023
Q4 | $4.57M | Sell |
116,829
-278
| -0.2% | -$10.9K | 0.91% | 19 |
|
|
2023
Q3 | $4.08M | Buy |
117,107
+114
| +0.1% | +$3.97K | 0.91% | 20 |
|
|
2023
Q2 | $4.33M | Buy |
116,993
+10,672
| +10% | +$395K | 0.9% | 19 |
|
|
2023
Q1 | $3.76M | Sell |
106,321
-1,132
| -1% | -$40.1K | 0.77% | 22 |
|
|
2022
Q4 | $3.67M | Sell |
107,453
-16,926
| -14% | -$579K | 0.79% | 23 |
|
|
2022
Q3 | $3.99M | Buy |
124,379
+2,118
| +2% | +$67.9K | 0.98% | 16 |
|
|
2022
Q2 | $4.01M | Buy |
122,261
+1,751
| +1% | +$57.4K | 0.96% | 16 |
|
|
2022
Q1 | $4.8M | Buy |
120,510
+4,483
| +4% | +$179K | 1.21% | 12 |
|
|
2021
Q4 | $4.87M | Sell |
116,027
-1,786
| -2% | -$75K | 1.22% | 13 |
|
|
2021
Q3 | $5.12M | Buy |
117,813
+505
| +0.4% | +$22K | 1.43% | 11 |
|
|
2021
Q2 | $5.3M | Sell |
117,308
-7,543
| -6% | -$341K | 1.46% | 11 |
|
|
2021
Q1 | $5.37M | Sell |
124,851
-28,103
| -18% | -$1.21M | 1.55% | 11 |
|
|
2020
Q4 | $5.86M | Sell |
152,954
-2,518
| -2% | -$96.5K | 1.8% | 10 |
|
|
2020
Q3 | $4.61M | Sell |
155,472
-26,164
| -14% | -$776K | 1.73% | 11 |
|
|
2020
Q2 | $4.99M | Buy |
181,636
+6,163
| +4% | +$169K | 1.67% | 14 |
|
|
2020
Q1 | $3.79M | Buy |
175,473
+78,268
| +81% | +$1.69M | 1.57% | 14 |
|
|
2019
Q4 | $3.03M | Buy |
97,205
+1,641
| +2% | +$51.1K | 1.03% | 22 |
|
|
2019
Q3 | $2.8M | Buy |
95,564
+871
| +0.9% | +$25.5K | 1.08% | 22 |
|
|
2019
Q2 | $2.8M | Sell |
94,693
-8,235
| -8% | -$243K | 1.06% | 21 |
|
|
2019
Q1 | $2.96M | Buy |
102,928
+76,754
| +293% | +$2.21M | 1.17% | 21 |
|
|
2018
Q4 | $648K | Sell |
26,174
-78,134
| -75% | -$1.93M | 0.24% | 45 |
|
|
2018
Q3 | $4.97M | Buy |
+104,308
| New | +$4.97M | 1.89% | 11 |
|