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 |
|