XY Planning Network’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.88M	Buy	46,146 +8,067	+21%	+$329K	0.64%	44
2025 Q1	$1.46M	Sell	38,079 -186	-0.5%	-$7.13K	0.97%	29
2024 Q4	$1.6M	Buy	+38,265	New	+$1.6M	1.2%	28