NBWM
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North Berkeley Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

North Berkeley Wealth Management’s Portfolio NUSC Stock Details NUSC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.8M Buy
290,314
+26,727
+10% +$1.09M 10.85% 2
2025
Q1 		$10.1M Buy
263,587
+17,253
+7% +$661K 10.52% 2
2024
Q4 		$10.3M Buy
+246,334
New +$10.3M 10.47% 2