SAG
SageView Advisory Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
40,988
-1,638
| -4% | -$69K | 0.07% | 157 |
|
|
2025
Q1 | $1.63M | Sell |
42,626
-24,778
| -37% | -$950K | 0.07% | 145 |
|
|
2024
Q4 | $2.82M | Sell |
67,404
-22
| -0% | -$921 | 0.12% | 99 |
|
|
2024
Q3 | $2.89M | Sell |
67,426
-3,670
| -5% | -$157K | 0.15% | 86 |
|
|
2024
Q2 | $2.8M | Buy |
+71,096
| New | +$2.8M | 0.13% | 99 |
|
|
2024
Q1 | – | Sell |
-89,937
| Closed | -$3.48M | – | 717 |
|
|
2023
Q4 | $3.48M | Buy |
89,937
+8,307
| +10% | +$321K | 0.15% | 88 |
|
|
2023
Q3 | $2.84M | Sell |
81,630
-967
| -1% | -$33.7K | 0.16% | 83 |
|
|
2023
Q2 | $3.06M | Sell |
82,597
-4,105
| -5% | -$152K | 0.17% | 82 |
|
|
2023
Q1 | $3.07M | Sell |
86,702
-3,715
| -4% | -$132K | 0.2% | 80 |
|
|
2022
Q4 | $3.09M | Buy |
+90,417
| New | +$3.09M | 0.25% | 69 |
|