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RVW Wealth’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

RVW Wealth’s Portfolio NUSC Stock Details NUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$957K Hold
18,358
– – 0.06% 80
2026
Q1 		$827K Sell
18,358
-30
-0.2% -$1.4K 0.06% 81
2025
Q4 		$821K Sell
18,388
-116
-0.6% -$5.17K 0.06% 81
2025
Q3 		$816K Sell
18,504
-44
-0.2% -$1.87K 0.06% 83
2025
Q2 		$756K Sell
18,548
-373
-2% -$14.4K 0.06% 80
2025
Q1 		$725K Sell
18,921
-4,932
-21% -$205K 0.07% 74
2024
Q4 		$999K Buy
23,853
+212
+0.9% +$9.26K 0.09% 64
2024
Q3 		$1.01M Buy
23,641
+3
+0% +$124 0.09% 65
2024
Q2 		$930K Buy
23,638
+116
+0.5% +$4.6K 0.09% 64
2024
Q1 		$978K Buy
23,522
+176
+0.8% +$6.9K 0.1% 68
2023
Q4 		$913K Sell
23,346
-149
-0.6% -$5.24K 0.1% 72
2023
Q3 		$818K Buy
23,495
+177
+0.8% +$6.53K 0.1% 74
2023
Q2 		$863K Buy
23,318
+3,368
+17% +$119K 0.1% 79
2023
Q1 		$706K Sell
19,950
-26
-0.1% -$946 0.09% 85
2022
Q4 		$683K Buy
19,976
+204
+1% +$7.12K 0.09% 86
2022
Q3 		$634K Buy
19,772
+53
+0.3% +$1.87K 0.09% 86
2022
Q2 		$647K Buy
19,719
+482
+3% +$17.3K 0.09% 83
2022
Q1 		$766K Buy
19,237
+1,041
+6% +$41.1K 0.09% 75
2021
Q4 		$764K Buy
18,196
+2,326
+15% +$104K 0.09% 74
2021
Q3 		$1M Sell
15,870
-2,919
-16% -$129K 0.12% 75
2021
Q2 		$1M Buy
18,789
+185
+1% +$8.23K 0.13% 68
2021
Q1 		$1M Buy
18,604
+2,436
+15% +$103K 0.13% 89
2020
Q4 		$1M Buy
16,168
+6,154
+61% +$213K 0.15% 80
2020
Q3 		$297K Buy
10,014
+2,077
+26% +$60.6K 0.05% 84
2020
Q2 		$218K Buy
+7,937
New +$199K 0.04% 89

Other funds holding NUSC

DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return