WFAG
Wescott Financial Advisory Group’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 | $1.79M | Buy |
43,919
+1,562
| +4% | +$63.6K | 0.17% | 62 |
|
|
2025
Q1 | $1.62M | Buy |
42,357
+1,096
| +3% | +$42K | 0.17% | 61 |
|
|
2024
Q4 | $1.73M | Buy |
41,261
+231
| +0.6% | +$9.68K | 0.18% | 61 |
|
|
2024
Q3 | $1.76M | Buy |
41,030
+638
| +2% | +$27.3K | 0.19% | 63 |
|
|
2024
Q2 | $1.59M | Buy |
40,392
+1,493
| +4% | +$58.7K | 0.18% | 65 |
|
|
2024
Q1 | $1.62M | Buy |
38,899
+1,500
| +4% | +$62.4K | 0.2% | 58 |
|
|
2023
Q4 | $1.46M | Buy |
37,399
+936
| +3% | +$36.6K | 0.2% | 57 |
|
|
2023
Q3 | $1.27M | Buy |
36,463
+1,141
| +3% | +$39.7K | 0.23% | 59 |
|
|
2023
Q2 | $1.31M | Buy |
35,322
+280
| +0.8% | +$10.4K | 0.23% | 60 |
|
|
2023
Q1 | $1.24M | Buy |
35,042
+2,798
| +9% | +$99.1K | 0.27% | 55 |
|
|
2022
Q4 | $1.1M | Sell |
32,244
-133
| -0.4% | -$4.55K | 0.24% | 59 |
|
|
2022
Q3 | $1.04M | Buy |
32,377
+3,581
| +12% | +$115K | 0.29% | 48 |
|
|
2022
Q2 | $945K | Buy |
28,796
+3,892
| +16% | +$128K | 0.26% | 56 |
|
|
2022
Q1 | $992K | Buy |
24,904
+4,557
| +22% | +$182K | 0.26% | 54 |
|
|
2021
Q4 | $855K | Buy |
20,347
+5,396
| +36% | +$227K | 0.44% | 28 |
|
|
2021
Q3 | $650K | Buy |
14,951
+296
| +2% | +$12.9K | 0.37% | 32 |
|
|
2021
Q2 | $645K | Buy |
14,655
+3,852
| +36% | +$170K | 0.38% | 29 |
|
|
2021
Q1 | $465K | Buy |
10,803
+3,165
| +41% | +$136K | 0.3% | 35 |
|
|
2020
Q4 | $293K | Buy |
+7,638
| New | +$293K | 0.21% | 44 |
|