AWM
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AE Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

AE Wealth Management’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
2026
Q1 		$3.02K Buy
+67
New +$3.13K ﹤0.01% 2440
2025
Q3 		– Sell
-71
Closed -$2.89K – 2344
2025
Q2 		$2.89K Sell
71
-49
-41% -$1.89K ﹤0.01% 2020
2025
Q1 		$4.6K Buy
120
+49
+69% +$2.03K ﹤0.01% 1951
2024
Q4 		$2.97K Buy
+71
New +$3.1K ﹤0.01% 1968
2022
Q2 		– Sell
-100,162
Closed -$3.99M – 1795
2022
Q1 		$3.99M Sell
100,162
-24,668
-20% -$974K 0.03% 509
2021
Q4 		$5.24M Buy
124,830
+27,070
+28% +$1.21M 0.04% 404
2021
Q3 		$4.25M Buy
97,760
+10,356
+12% +$457K 0.04% 420
2021
Q2 		$3.95M Buy
87,404
+14,621
+20% +$650K 0.03% 434
2021
Q1 		$3.13M Buy
+72,783
New +$3.07M 0.03% 443

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return