SWM
SilverOak Wealth Management’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 | $2.16M | Buy |
53,107
+4,381
| +9% | +$178K | 0.41% | 31 |
|
|
2025
Q1 | $1.87M | Buy |
48,726
+280
| +0.6% | +$10.7K | 0.4% | 31 |
|
|
2024
Q4 | $2.03M | Buy |
48,446
+185
| +0.4% | +$7.75K | 0.44% | 28 |
|
|
2024
Q3 | $2.07M | Sell |
48,261
-2,737
| -5% | -$117K | 0.46% | 27 |
|
|
2024
Q2 | $2.01M | Buy |
50,998
+6,511
| +15% | +$256K | 0.48% | 26 |
|
|
2024
Q1 | $1.85M | Buy |
44,487
+346
| +0.8% | +$14.4K | 0.46% | 29 |
|
|
2023
Q4 | $1.73M | Buy |
+44,141
| New | +$1.73M | 0.47% | 27 |
|