Milestone Investment 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
$58.3K Sell
1,431
-1,845
-56% -$75.2K 0.02% 99
2025
Q1
$126K Sell
3,276
-24
-0.7% -$920 0.03% 88
2024
Q4
$138K Hold
3,300
0.04% 87
2024
Q3
$141K Buy
3,300
+1,073
+48% +$46K 0.04% 86
2024
Q2
$87.6K Hold
2,227
0.02% 93
2024
Q1
$92.6K Sell
2,227
-14
-0.6% -$582 0.03% 87
2023
Q4
$87.6K Sell
2,241
-1,386
-38% -$54.2K 0.03% 83
2023
Q3
$126K Hold
3,627
0.04% 131
2023
Q2
$134K Sell
3,627
-15
-0.4% -$555 0.04% 73
2023
Q1
$129K Hold
3,642
0.04% 129
2022
Q4
$124K Buy
+3,642
New +$124K 0.04% 72