Litman Gregory Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $216K | Sell |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $219K | Hold |
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|
2023
Q4 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $231K | Hold |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $248 | Sell |
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|
2021
Q1 | $236K | Hold |
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|
2020
Q4 | $211K | Hold |
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|
2020
Q3 | $163K | Hold |
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|
2020
Q2 | $151K | Buy |
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|
2020
Q1 | $51K | Sell |
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|
2019
Q4 | $120K | Buy |
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|
2019
Q3 | $100K | Hold |
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|
2019
Q2 | $101K | Sell |
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|
2019
Q1 | $114K | Hold |
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|
2018
Q4 | $98K | Buy |
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|
2018
Q3 | $26K | Buy |
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