Adero Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Adero Partners’s Portfolio NUSC Stock Details NUSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$338K	Hold	8,824	–	–	0.02%	161
2024 Q4	$370K	Hold	8,824	–	–	0.02%	148
2024 Q3	$378K	Hold	8,824	–	–	0.03%	144
2024 Q2	$347K	Sell	8,824 -66	-0.7%	-$2.62K	0.03%	146
2024 Q1	$370K	Hold	8,890	–	–	0.03%	141
2023 Q4	$348K	Hold	8,890	–	–	0.03%	136
2023 Q3	$310K	Sell	8,890 -26	-0.3%	-$959	0.03%	142
2023 Q2	$330K	Sell	8,916 -478	-5%	-$16.9K	0.03%	126
2023 Q1	$333K	Sell	9,394 -1,724	-16%	-$62.7K	0.04%	124
2022 Q4	$380K	Buy	11,118 +1,768	+19%	+$61.7K	0.05%	113
2022 Q3	$316K	Hold	9,350	–	–	0.04%	116
2022 Q2	$310K	Buy	+9,350	New	+$336K	0.04%	115
2021 Q3	–	Sell	-4,521	Closed	-$204K	–	146
2021 Q2	$204K	Buy	+4,521	New	+$201K	0.05%	130

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Adero Partners's NUSC Position: Q1 2025 in Review

Adero Partners held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q1 2025 at 8,824 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #161.

Adero Partners first reported a position in NUSC in Q2 2021 and has held it in 13 quarters since. The position peaked at $380K in Q4 2022. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

Adero Partners held 8,824 shares of Nuveen ESG Small-Cap ETF worth $338K as of Q1 2025.
Adero Partners left its Nuveen ESG Small-Cap ETF share count unchanged in Q1 2025.
Nuveen ESG Small-Cap ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #161 holding.
Adero Partners first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and has held it in 13 quarters since.
Adero Partners's Nuveen ESG Small-Cap ETF position peaked at $380K in Q4 2022.
253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.