IAG Wealth Partners’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 | $78.8K | Buy |
1,935
+82
| +4% | +$3.34K | 0.01% | 173 |
|
|
2025
Q1 | $71K | Sell |
1,853
-72
| -4% | -$2.76K | 0.01% | 172 |
|
|
2024
Q4 | $80.6K | Sell |
1,925
-105
| -5% | -$4.4K | 0.01% | 156 |
|
|
2024
Q3 | $87K | Hold |
2,030
| – | – | 0.02% | 144 |
|
|
2024
Q2 | $79.9K | Sell |
2,030
-168
| -8% | -$6.61K | 0.02% | 138 |
|
|
2024
Q1 | $91.4K | Hold |
2,198
| – | – | 0.02% | 124 |
|
|
2023
Q4 | $85.9K | Sell |
2,198
-266
| -11% | -$10.4K | 0.02% | 117 |
|
|
2023
Q3 | $85.8K | Buy |
2,464
+177
| +8% | +$6.16K | 0.02% | 111 |
|
|
2023
Q2 | $84.6K | Sell |
2,287
-80
| -3% | -$2.96K | 0.02% | 126 |
|
|
2023
Q1 | $83.8K | Buy |
2,367
+559
| +31% | +$19.8K | 0.02% | 110 |
|
|
2022
Q4 | $61.8K | Sell |
1,808
-42
| -2% | -$1.44K | 0.02% | 123 |
|
|
2022
Q3 | $59K | Sell |
1,850
-85
| -4% | -$2.71K | 0.02% | 110 |
|
|
2022
Q2 | $63K | Buy |
1,935
+150
| +8% | +$4.88K | 0.02% | 109 |
|
|
2022
Q1 | $71K | Hold |
1,785
| – | – | 0.02% | 112 |
|
|
2021
Q4 | $75K | Buy |
1,785
+183
| +11% | +$7.69K | 0.02% | 108 |
|
|
2021
Q3 | $70K | Hold |
1,602
| – | – | 0.02% | 105 |
|
|
2021
Q2 | $73K | Buy |
1,602
+139
| +10% | +$6.33K | 0.03% | 95 |
|
|
2021
Q1 | $63K | Sell |
1,463
-27
| -2% | -$1.16K | 0.02% | 100 |
|
|
2020
Q4 | $58K | Sell |
1,490
-252
| -14% | -$9.81K | 0.02% | 102 |
|
|
2020
Q3 | $52K | Hold |
1,742
| – | – | 0.02% | 102 |
|
|
2020
Q2 | $48K | Sell |
1,742
-686
| -28% | -$18.9K | 0.02% | 105 |
|
|
2020
Q1 | $53K | Buy |
2,428
+432
| +22% | +$9.43K | 0.04% | 92 |
|
|
2019
Q4 | $63K | Buy |
+1,996
| New | +$63K | 0.04% | 91 |
|