IAG Wealth Partners’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	$84.3K	Hold	1,870	–	–	0.01%	177
2025 Q4	$83.5K	Sell	1,870 -65	-3%	-$2.9K	0.01%	172
2025 Q3	$85.3K	Hold	1,935	–	–	0.01%	175
2025 Q2	$78.8K	Buy	1,935 +82	+4%	+$3.16K	0.01%	173
2025 Q1	$71K	Sell	1,853 -72	-4%	-$2.99K	0.01%	172
2024 Q4	$80.6K	Sell	1,925 -105	-5%	-$4.58K	0.01%	156
2024 Q3	$87K	Hold	2,030	–	–	0.02%	144
2024 Q2	$79.9K	Sell	2,030 -168	-8%	-$6.66K	0.02%	138
2024 Q1	$91.4K	Hold	2,198	–	–	0.02%	124
2023 Q4	$85.9K	Sell	2,198 -266	-11%	-$9.36K	0.02%	117
2023 Q3	$85.8K	Buy	2,464 +177	+8%	+$6.53K	0.02%	111
2023 Q2	$84.6K	Sell	2,287 -80	-3%	-$2.83K	0.02%	126
2023 Q1	$83.8K	Buy	2,367 +559	+31%	+$20.3K	0.02%	110
2022 Q4	$61.8K	Sell	1,808 -42	-2%	-$1.47K	0.02%	123
2022 Q3	$59K	Sell	1,850 -85	-4%	-$2.99K	0.02%	110
2022 Q2	$63K	Buy	1,935 +150	+8%	+$5.39K	0.02%	109
2022 Q1	$71K	Hold	1,785	–	–	0.02%	112
2021 Q4	$75K	Buy	1,785 +183	+11%	+$8.15K	0.02%	108
2021 Q3	$70K	Hold	1,602	–	–	0.02%	105
2021 Q2	$73K	Buy	1,602 +139	+10%	+$6.18K	0.03%	95
2021 Q1	$63K	Sell	1,463 -27	-2%	-$1.14K	0.02%	100
2020 Q4	$58K	Sell	1,490 -252	-14%	-$8.71K	0.02%	102
2020 Q3	$52K	Hold	1,742	–	–	0.02%	102
2020 Q2	$48K	Sell	1,742 -686	-28%	-$17.2K	0.02%	105
2020 Q1	$53K	Buy	2,428 +432	+22%	+$12.2K	0.04%	92
2019 Q4	$63K	Buy	+1,996	New	+$60.1K	0.04%	91