QFA
Quantum Financial Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,954
| Closed | -$208K | – | 190 |
|
|
2024
Q4 | $208K | Sell |
4,954
-1,586
| -24% | -$66.4K | 0.03% | 178 |
|
|
2024
Q3 | $280K | Sell |
6,540
-1,403
| -18% | -$60.1K | 0.04% | 134 |
|
|
2024
Q2 | $312K | Buy |
7,943
+39
| +0.5% | +$1.53K | 0.05% | 115 |
|
|
2024
Q1 | $329K | Sell |
7,904
-1,096
| -12% | -$45.6K | 0.06% | 106 |
|
|
2023
Q4 | $352K | Sell |
9,000
-2,017
| -18% | -$78.9K | 0.09% | 68 |
|
|
2023
Q3 | $384K | Buy |
11,017
+1,811
| +20% | +$63.1K | 0.11% | 65 |
|
|
2023
Q2 | $341K | Sell |
9,206
-171
| -2% | -$6.33K | 0.1% | 60 |
|
|
2023
Q1 | $332K | Buy |
9,377
+28
| +0.3% | +$991 | 0.1% | 57 |
|
|
2022
Q4 | $320K | Sell |
9,349
-16,479
| -64% | -$563K | 0.14% | 50 |
|
|
2022
Q3 | $828K | Sell |
25,828
-430
| -2% | -$13.8K | 0.37% | 21 |
|
|
2022
Q2 | $986K | Buy |
+26,258
| New | +$986K | 0.37% | 21 |
|