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

LexAurum 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
2026
Q2 		– Sell
-7,326
Closed -$330K – 432
2026
Q1 		$330K Buy
+7,326
New +$342K 0.04% 308
2025
Q3 		$436K Buy
9,878
+419
+4% +$17.8K 0.06% 224
2025
Q2 		$385K Buy
9,459
+717
+8% +$27.6K 0.06% 231
2025
Q1 		$335K Buy
8,742
+464
+6% +$19.3K 0.06% 251
2024
Q4 		$347K Buy
8,278
+77
+0.9% +$3.36K 0.07% 243
2024
Q3 		$351K Buy
8,201
+304
+4% +$12.5K 0.08% 213
2024
Q2 		$311K Buy
7,897
+305
+4% +$12.1K 0.08% 219
2024
Q1 		$316K Buy
7,592
+780
+11% +$30.6K 0.08% 217
2023
Q4 		$266K Buy
6,812
+183
+3% +$6.44K 0.07% 243
2023
Q3 		$231K Sell
6,629
-839
-11% -$30.9K 0.07% 248
2023
Q2 		$276K Sell
7,468
-183
-2% -$6.47K 0.08% 212
2023
Q1 		$271K Buy
+7,651
New +$278K 0.09% 207

Other funds holding NUSC

DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return