Advisory Alpha’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Advisory Alpha’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 Q4	–	Sell	-6,027	Closed	-$268K	–	542
2025 Q3	$268K	Buy	6,027 +32	+0.5%	+$1.36K	0.01%	438
2025 Q2	$244K	Buy	5,995 +24	+0.4%	+$925	0.01%	416
2025 Q1	$229K	Hold	5,971	–	–	0.01%	411
2024 Q4	$250K	Buy	5,971 +54	+0.9%	+$2.36K	0.01%	371
2024 Q3	$254K	Hold	5,917	–	–	0.01%	357
2024 Q2	$233K	Hold	5,917	–	–	0.01%	340
2024 Q1	$246K	Hold	5,917	–	–	0.01%	340
2023 Q4	$231K	Buy	5,917 +51	+0.9%	+$1.79K	0.01%	310
2023 Q3	$204K	Hold	5,866	–	–	0.01%	287
2023 Q2	$217K	Buy	+5,866	New	+$207K	0.01%	301

Other funds holding NUSC

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

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

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

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisory Alpha's NUSC Position: Q4 2025 in Review

Advisory Alpha sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025, closing a stake of 6,027 shares — an estimated $268K sold.

Advisory Alpha first reported a position in NUSC in Q2 2023 and held it in 10 quarters. The position peaked at $268K in Q3 2025. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

Advisory Alpha reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Advisory Alpha sold 6,027 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $268K.
Advisory Alpha first reported a position in Nuveen ESG Small-Cap ETF in Q2 2023 and held it in 10 quarters.
Advisory Alpha's Nuveen ESG Small-Cap ETF position peaked at $268K in Q3 2025.
259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on Advisory Alpha's 13F filing for Q4 2025, filed 6 Feb 2026.