SDWMA
Schneider Downs Wealth Management 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 | $397K | Sell |
9,735
-4,610
| -32% | -$188K | 0.06% | 104 |
|
|
2025
Q1 | $550K | Buy |
14,345
+993
| +7% | +$38.1K | 0.1% | 80 |
|
|
2024
Q4 | $559K | Buy |
13,352
+8,548
| +178% | +$358K | 0.11% | 80 |
|
|
2024
Q3 | $206K | Buy |
+4,804
| New | +$206K | 0.04% | 137 |
|
|
2024
Q2 | – | Sell |
-5,004
| Closed | -$208K | – | 134 |
|
|
2024
Q1 | $208K | Buy |
+5,004
| New | +$208K | 0.05% | 129 |
|