SWA
Sax Wealth 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
Q2 | $227K | Sell |
5,580
-2,643
| -32% | -$108K | 0.01% | 393 |
|
|
2025
Q1 | $315K | Sell |
8,223
-1,083
| -12% | -$41.5K | 0.02% | 289 |
|
|
2024
Q4 | $390K | Sell |
9,306
-3,871
| -29% | -$162K | 0.03% | 228 |
|
|
2024
Q3 | $565K | Buy |
13,177
+275
| +2% | +$11.8K | 0.05% | 141 |
|
|
2024
Q2 | $508K | Buy |
+12,902
| New | +$508K | 0.05% | 142 |
|