Palisades Hudson Asset Management’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 | $3.84M | Buy |
94,242
+16,987
| +22% | +$692K | 1.5% | 19 |
|
|
2025
Q1 | $2.96M | Buy |
77,255
+4,351
| +6% | +$167K | 1.34% | 20 |
|
|
2024
Q4 | $3.05M | Buy |
72,904
+1,610
| +2% | +$67.4K | 1.29% | 20 |
|
|
2024
Q3 | $3.05M | Buy |
71,294
+17,674
| +33% | +$757K | 1.29% | 20 |
|
|
2024
Q2 | $2.11M | Hold |
53,620
| – | – | 0.97% | 23 |
|
|
2024
Q1 | $2.23M | Buy |
53,620
+16,884
| +46% | +$702K | 1.02% | 21 |
|
|
2023
Q4 | $1.44M | Buy |
36,736
+1,520
| +4% | +$59.4K | 0.7% | 23 |
|
|
2023
Q3 | $1.23M | Hold |
35,216
| – | – | 0.67% | 26 |
|
|
2023
Q2 | $1.3M | Buy |
35,216
+10,491
| +42% | +$388K | 0.68% | 24 |
|
|
2023
Q1 | $876K | Buy |
24,725
+8,298
| +51% | +$294K | 0.47% | 28 |
|
|
2022
Q4 | $561K | Buy |
+16,427
| New | +$561K | 0.31% | 44 |
|
|
2022
Q3 | – | Sell |
-7,719
| Closed | -$253K | – | 102 |
|
|
2022
Q2 | $253K | Hold |
7,719
| – | – | 0.14% | 81 |
|
|
2022
Q1 | $308K | Buy |
7,719
+552
| +8% | +$22K | 0.14% | 83 |
|
|
2021
Q4 | $301K | Buy |
+7,167
| New | +$301K | 0.13% | 89 |
|