SWA
SOA 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 | $286K | Hold |
7,023
| – | – | 0.05% | 169 |
|
|
2025
Q1 | $269K | Hold |
7,023
| – | – | 0.06% | 161 |
|
|
2024
Q4 | $294K | Sell |
7,023
-12
| -0.2% | -$503 | 0.05% | 150 |
|
|
2024
Q3 | $301K | Sell |
7,035
-109
| -2% | -$4.67K | 0.06% | 147 |
|
|
2024
Q2 | $281K | Hold |
7,144
| – | – | 0.06% | 145 |
|
|
2024
Q1 | $297K | Hold |
7,144
| – | – | 0.06% | 144 |
|
|
2023
Q4 | $279K | Hold |
7,144
| – | – | 0.06% | 144 |
|
|
2023
Q3 | $249K | Buy |
7,144
+134
| +2% | +$4.67K | 0.06% | 146 |
|
|
2023
Q2 | $259K | Buy |
7,010
+313
| +5% | +$11.6K | 0.06% | 141 |
|
|
2023
Q1 | $237K | Hold |
6,697
| – | – | 0.06% | 138 |
|
|
2022
Q4 | $229K | Hold |
6,697
| – | – | 0.06% | 138 |
|
|
2022
Q3 | $214K | Buy |
6,697
+1,910
| +40% | +$61K | 0.06% | 141 |
|
|
2022
Q2 | $157K | Buy |
+4,787
| New | +$157K | 0.05% | 162 |
|