WCG Wealth Advisors’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 Q1	$10M	Buy	222,001 +387	+0.2%	+$18.1K	0.28%	92
2025 Q4	$9.9M	Buy	221,614 +178,623	+415%	+$7.96M	0.28%	89
2025 Q3	$1.9M	Sell	42,991 -141,575	-77%	-$6.02M	0.12%	158
2025 Q2	$7.52M	Buy	184,566 +14,571	+9%	+$562K	0.49%	62
2025 Q1	$6.52M	Sell	169,995 -5,759	-3%	-$239K	0.5%	64
2024 Q4	$7.36M	Buy	175,754 +9,935	+6%	+$434K	0.49%	69
2024 Q3	$7.1M	Buy	165,819 +5,986	+4%	+$247K	0.48%	69
2024 Q2	$6.29M	Buy	159,833 +33,654	+27%	+$1.33M	0.47%	65
2024 Q1	$5.25M	Sell	126,179 -3,198	-2%	-$125K	0.44%	64
2023 Q4	$5.06M	Sell	129,377 -2,456	-2%	-$86.4K	0.37%	68
2023 Q3	$4.9M	Buy	131,833 +1,469	+1%	+$54.2K	0.36%	68
2023 Q2	$4.81M	Buy	130,364 +14,614	+13%	+$516K	0.56%	46
2023 Q1	$4.1M	Buy	115,750 +12,459	+12%	+$453K	0.53%	49
2022 Q4	$3.53M	Buy	103,291 +9,780	+10%	+$341K	0.48%	52
2022 Q3	$3.2M	Sell	93,511 -730	-0.8%	-$25.7K	0.42%	54
2022 Q2	$3.09M	Buy	+94,241	New	+$3.39M	0.43%	52