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

EP Wealth Advisors’s Portfolio NUSC Stock Details NUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$298K	Sell
2025 Q1	$285K	Buy
2024 Q4	$307K	Hold
2024 Q3	$314K	Sell
2024 Q2	$289K	Sell
2024 Q1	$306K	Sell
2023 Q4	$308K	Buy
2023 Q2	–	Sell
2023 Q1	$400K	Buy