SCM
Stordahl Capital 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 | $329K | Buy |
8,085
+58
| +0.7% | +$2.36K | 0.07% | 49 |
|
|
2025
Q1 | $308K | Buy |
8,027
+63
| +0.8% | +$2.42K | 0.07% | 46 |
|
|
2024
Q4 | $334K | Sell |
7,964
-274
| -3% | -$11.5K | 0.08% | 47 |
|
|
2024
Q3 | $349K | Buy |
8,238
+44
| +0.5% | +$1.86K | 0.08% | 42 |
|
|
2024
Q2 | $322K | Buy |
8,194
+248
| +3% | +$9.76K | 0.08% | 43 |
|
|
2024
Q1 | $330K | Buy |
7,946
+40
| +0.5% | +$1.66K | 0.08% | 40 |
|
|
2023
Q4 | $309K | Sell |
7,906
-206
| -3% | -$8.06K | 0.08% | 42 |
|
|
2023
Q3 | $282K | Hold |
8,112
| – | – | 0.09% | 44 |
|
|
2023
Q2 | $300K | Sell |
8,112
-155
| -2% | -$5.73K | 0.09% | 41 |
|
|
2023
Q1 | $293K | Sell |
8,267
-245
| -3% | -$8.68K | 0.09% | 40 |
|
|
2022
Q4 | $291K | Hold |
8,512
| – | – | 0.1% | 39 |
|
|
2022
Q3 | $273K | Buy |
8,512
+40
| +0.5% | +$1.28K | 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% | -$15K | 0.13% | 37 |
|
|
2021
Q3 | $384K | Buy |
8,829
+425
| +5% | +$18.5K | 0.15% | 35 |
|
|
2021
Q2 | $379K | Buy |
8,404
+34
| +0.4% | +$1.53K | 0.15% | 34 |
|
|
2021
Q1 | $360K | Sell |
8,370
-822
| -9% | -$35.4K | 0.15% | 34 |
|
|
2020
Q4 | $352K | Buy |
9,192
+214
| +2% | +$8.2K | 0.16% | 35 |
|
|
2020
Q3 | $266K | Buy |
8,978
+73
| +0.8% | +$2.16K | 0.14% | 37 |
|
|
2020
Q2 | $245K | Buy |
+8,905
| New | +$245K | 0.14% | 37 |
|
|
2020
Q1 | – | Sell |
-7,841
| Closed | -$244K | – | 43 |
|
|
2019
Q4 | $244K | Buy |
7,841
+135
| +2% | +$4.2K | 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 | +$228K | 0.09% | 45 |
|
|
2018
Q4 | – | Sell |
-10,668
| Closed | -$307K | – | 46 |
|
|
2018
Q3 | $307K | Sell |
10,668
-474
| -4% | -$13.6K | 0.14% | 32 |
|
|
2018
Q2 | $342K | Buy |
11,142
+3,781
| +51% | +$116K | 0.15% | 31 |
|
|
2018
Q1 | $208K | Buy |
+7,361
| New | +$208K | 0.1% | 41 |
|