McClarren Financial Advisors’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 | $383K | Buy |
9,401
+5,483
| +140% | +$223K | 0.25% | 52 |
|
|
2025
Q1 | $350K | Sell |
3,918
-5,056
| -56% | -$452K | 0.23% | 53 |
|
|
2024
Q4 | $375K | Buy |
8,974
+400
| +5% | +$16.7K | 1.05% | 17 |
|
|
2024
Q3 | $5.09K | Buy |
8,574
+8,220
| +2,322% | +$4.88K | 0.64% | 18 |
|
|
2024
Q2 | $433K | Sell |
354
-11,584
| -97% | -$14.2M | 0.3% | 47 |
|
|
2024
Q1 | $497K | Buy |
11,938
+1,467
| +14% | +$61.1K | 0.36% | 45 |
|
|
2023
Q4 | $409K | Buy |
10,471
+5
| +0% | +$195 | 0.31% | 49 |
|
|
2023
Q3 | $364K | Hold |
10,466
| – | – | 0.32% | 51 |
|
|
2023
Q2 | $387K | Buy |
10,466
+3
| +0% | +$111 | 0.32% | 51 |
|
|
2023
Q1 | $367K | Sell |
10,463
-3
| -0% | -$105 | 0.33% | 50 |
|
|
2022
Q4 | $357K | Buy |
10,466
+99
| +1% | +$3.38K | 0.34% | 49 |
|
|
2022
Q3 | $332K | Buy |
+10,367
| New | +$332K | 0.33% | 52 |
|
|
2022
Q2 | – | Sell |
-10,188
| Closed | -$404K | – | 185 |
|
|
2022
Q1 | $404K | Sell |
10,188
-5
| -0% | -$198 | 0.29% | 43 |
|
|
2021
Q4 | $429K | Buy |
10,193
+2,787
| +38% | +$117K | 0.29% | 42 |
|
|
2021
Q3 | $322K | Buy |
7,406
+5,450
| +279% | +$237K | 0.25% | 42 |
|
|
2021
Q2 | $88K | Buy |
+1,956
| New | +$88K | 0.07% | 84 |
|