EP Wealth Advisors’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
Q2 | $298K | Sell |
7,318
-128
| -2% | -$5.22K | ﹤0.01% | 1023 |
|
|
2025
Q1 | $285K | Buy |
7,446
+122
| +2% | +$4.68K | ﹤0.01% | 932 |
|
|
2024
Q4 | $307K | Hold |
7,324
| – | – | ﹤0.01% | 863 |
|
|
2024
Q3 | $314K | Sell |
7,324
-12
| -0.2% | -$514 | ﹤0.01% | 838 |
|
|
2024
Q2 | $289K | Sell |
7,336
-29
| -0.4% | -$1.14K | ﹤0.01% | 666 |
|
|
2024
Q1 | $306K | Sell |
7,365
-515
| -7% | -$21.4K | ﹤0.01% | 620 |
|
|
2023
Q4 | $308K | Buy |
+7,880
| New | +$308K | ﹤0.01% | 609 |
|
|
2023
Q2 | – | Sell |
-10,176
| Closed | -$400K | – | 710 |
|
|
2023
Q1 | $400K | Buy |
+10,176
| New | +$400K | 0.01% | 436 |
|