Capital Advisors Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,084	Closed	-$213K	–	187
2024 Q4	$213K	Buy	5,084 +17	+0.3%	+$712	0.04%	169
2024 Q3	$217K	Buy	+5,067	New	+$217K	0.04%	160
2024 Q2	–	Sell	-5,067	Closed	-$211K	–	169
2024 Q1	$211K	Buy	+5,067	New	+$211K	0.04%	147