KLI
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Kelman-Lazarov Inc’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Kelman-Lazarov Inc’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$203K Buy
+4,995
New +$203K 0.03% 120
2025
Q1 		– Sell
-5,353
Closed -$224K – 120
2024
Q4 		$224K Buy
5,353
+120
+2% +$5.03K 0.04% 104
2024
Q3 		$224K Buy
+5,233
New +$224K 0.04% 103