Adirondack Trust Company’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Adirondack Trust Company’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	–	Sell	-14	Closed	-$586	–	483
2024 Q4	$586	Hold	14	–	–	﹤0.01%	472
2024 Q3	$599	Hold	14	–	–	﹤0.01%	477
2024 Q2	$550	Hold	14	–	–	﹤0.01%	484
2024 Q1	$582	Hold	14	–	–	﹤0.01%	491
2023 Q4	$560	Hold	14	–	–	﹤0.01%	488
2023 Q3	$487	Sell	14 -8,500	-100%	-$314K	﹤0.01%	479
2023 Q2	$330K	Hold	8,514	–	–	0.15%	109
2023 Q1	$301K	Buy	8,514 +14	+0.2%	+$509	0.15%	111
2022 Q4	$291K	Hold	8,500	–	–	0.15%	112
2022 Q3	$273K	Hold	8,500	–	–	0.15%	110
2022 Q2	$279K	Hold	8,500	–	–	0.15%	103
2022 Q1	$339K	Hold	8,500	–	–	0.16%	101
2021 Q4	$357K	Hold	8,500	–	–	0.17%	95
2021 Q3	$385K	Hold	8,500	–	–	0.18%	96
2021 Q2	$384K	Hold	8,500	–	–	0.19%	92
2021 Q1	$366K	Buy	+8,500	New	+$359K	0.19%	92

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 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 $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Adirondack Trust Company's NUSC Position: Q1 2025 in Review

Adirondack Trust Company sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2025, closing a stake of 14 shares — an estimated $586 sold.

Adirondack Trust Company first reported a position in NUSC in Q1 2021 and held it in 16 quarters. The position peaked at $385K in Q3 2021. 254 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

Adirondack Trust Company reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Adirondack Trust Company sold 14 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $586.
Adirondack Trust Company first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and held it in 16 quarters.
Adirondack Trust Company's Nuveen ESG Small-Cap ETF position peaked at $385K in Q3 2021.
254 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on Adirondack Trust Company's 13F filing for Q1 2025, filed 3 Apr 2025.