Arrow Financial’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Arrow Financial’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	$232K	Hold	5,150	–	–	0.02%	153
2025 Q4	$230K	Hold	5,150	–	–	0.02%	150
2025 Q3	$227K	Hold	5,150	–	–	0.02%	154
2025 Q2	$210K	Buy	+5,150	New	+$198K	0.02%	158
2025 Q1	–	Sell	-5,150	Closed	-$216K	–	162
2024 Q4	$216K	Sell	5,150 -155	-3%	-$6.77K	0.02%	164
2024 Q3	$227K	Hold	5,305	–	–	0.02%	164
2024 Q2	$209K	Buy	5,305 +3,750	+241%	+$149K	0.02%	163
2024 Q1	$64.7K	Hold	1,555	–	–	0.01%	199
2023 Q4	$60.8K	Hold	1,555	–	–	0.01%	200
2023 Q3	$54.1K	Hold	1,555	–	–	0.01%	202
2023 Q2	$57.5K	Hold	1,555	–	–	0.01%	196
2023 Q1	$55.1K	Hold	1,555	–	–	0.01%	202
2022 Q4	$53K	Buy	1,555 +80	+5%	+$2.79K	0.01%	207
2022 Q3	$47K	Hold	1,475	–	–	0.01%	207
2022 Q2	$48K	Sell	1,475 -1,878	-56%	-$67.5K	0.01%	210
2022 Q1	$134K	Hold	3,353	–	–	0.02%	173
2021 Q4	$141K	Buy	3,353 +220	+7%	+$9.8K	0.02%	171
2021 Q3	$136K	Hold	3,133	–	–	0.02%	171
2021 Q2	$141K	Buy	3,133 +344	+12%	+$15.3K	0.02%	174
2021 Q1	$120K	Buy	+2,789	New	+$118K	0.02%	181

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

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

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

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return