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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$946	Hold	21	–	–	﹤0.01%	3872
2025 Q4	$938	Hold	21	–	–	﹤0.01%	3723
2025 Q3	$926	Hold	21	–	–	﹤0.01%	3784
2025 Q2	$856	Hold	21	–	–	﹤0.01%	3769
2025 Q1	$805	Hold	21	–	–	﹤0.01%	3306
2024 Q4	$880	Hold	21	–	–	﹤0.01%	3010
2024 Q3	$900	Sell	21 -65	-76%	-$2.68K	﹤0.01%	2750
2024 Q2	$3.68K	Hold	86	–	–	﹤0.01%	2325
2024 Q1	$3.32K	Hold	86	–	–	﹤0.01%	2213
2023 Q4	$3.36K	Hold	86	–	–	﹤0.01%	2011
2023 Q3	$3K	Hold	86	–	–	﹤0.01%	1887
2023 Q2	$3.18K	Hold	86	–	–	﹤0.01%	1903
2023 Q1	$3.04K	Hold	86	–	–	﹤0.01%	1813
2022 Q4	$2.94K	Sell	86 -284	-77%	-$9.91K	﹤0.01%	1792
2022 Q3	$12K	Buy	370 +11	+3%	+$387	﹤0.01%	1075
2022 Q2	$12K	Buy	359 +14	+4%	+$504	﹤0.01%	990
2022 Q1	$14K	Buy	345 +230	+200%	+$9.08K	﹤0.01%	849
2021 Q4	$5K	Buy	+115	New	+$5.13K	﹤0.01%	1270