Stordahl Capital Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$414K	Buy	7,951 +85	+1%	+$4.18K	0.08%	51
2026 Q1	$354K	Sell	7,866 -215	-3%	-$10K	0.07%	50
2025 Q4	$361K	Sell	8,081 -140	-2%	-$6.24K	0.07%	50
2025 Q3	$363K	Buy	8,221 +136	+2%	+$5.78K	0.08%	48
2025 Q2	$329K	Buy	8,085 +58	+0.7%	+$2.23K	0.07%	49
2025 Q1	$308K	Buy	8,027 +63	+0.8%	+$2.61K	0.07%	46
2024 Q4	$334K	Sell	7,964 -274	-3%	-$12K	0.08%	47
2024 Q3	$349K	Buy	8,238 +44	+0.5%	+$1.81K	0.08%	42
2024 Q2	$322K	Buy	8,194 +248	+3%	+$9.83K	0.08%	43
2024 Q1	$330K	Buy	7,946 +40	+0.5%	+$1.57K	0.08%	40
2023 Q4	$309K	Sell	7,906 -206	-3%	-$7.25K	0.08%	42
2023 Q3	$282K	Hold	8,112	–	–	0.09%	44
2023 Q2	$300K	Sell	8,112 -155	-2%	-$5.48K	0.09%	41
2023 Q1	$293K	Sell	8,267 -245	-3%	-$8.91K	0.09%	40
2022 Q4	$291K	Hold	8,512	–	–	0.1%	39
2022 Q3	$273K	Buy	8,512 +40	+0.5%	+$1.41K	0.1%	38
2022 Q2	$278K	Hold	8,472	–	–	0.11%	40
2022 Q1	$338K	Hold	8,472	–	–	0.13%	39
2021 Q4	$356K	Sell	8,472 -357	-4%	-$15.9K	0.13%	37
2021 Q3	$384K	Buy	8,829 +425	+5%	+$18.8K	0.15%	35
2021 Q2	$379K	Buy	8,404 +34	+0.4%	+$1.51K	0.15%	34
2021 Q1	$360K	Sell	8,370 -822	-9%	-$34.7K	0.15%	34
2020 Q4	$352K	Buy	9,192 +214	+2%	+$7.4K	0.16%	35
2020 Q3	$266K	Buy	8,978 +73	+0.8%	+$2.13K	0.14%	37
2020 Q2	$245K	Buy	+8,905	New	+$223K	0.14%	37
2020 Q1	–	Sell	-7,841	Closed	-$244K	–	43
2019 Q4	$244K	Buy	7,841 +135	+2%	+$4.06K	0.1%	41
2019 Q3	$226K	Hold	7,706	–	–	0.09%	41
2019 Q2	$229K	Hold	7,706	–	–	0.09%	45
2019 Q1	$228K	Buy	+7,706	New	+$215K	0.09%	45
2018 Q4	–	Sell	-10,668	Closed	-$307K	–	46
2018 Q3	$307K	Sell	10,668 -474	-4%	-$15K	0.14%	32
2018 Q2	$342K	Buy	11,142 +3,781	+51%	+$112K	0.15%	31
2018 Q1	$208K	Buy	+7,361	New	+$212K	0.1%	41