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

Avantax Planning 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
Q2 		– Sell
-5,241
Closed -$201K – 458
2025
Q1 		$201K Sell
5,241
-10
-0.2% -$415 0.01% 415
2024
Q4 		$220K Sell
5,251
-481
-8% -$21K 0.01% 398
2024
Q3 		$246K Sell
5,732
-21,181
-79% -$873K 0.01% 373
2024
Q2 		$1.06M Sell
26,913
-610
-2% -$24.2K 0.03% 202
2024
Q1 		$1.14M Buy
27,523
+10
+0% +$392 0.04% 200
2023
Q4 		$1.08M Buy
27,513
+50
+0.2% +$1.76K 0.04% 167
2023
Q3 		$956K Sell
27,463
-3,699
-12% -$136K 0.04% 165
2023
Q2 		$1.15M Buy
31,162
+270
+0.9% +$9.54K 0.05% 151
2023
Q1 		$1.09M Sell
30,892
-14
-0% -$509 0.04% 157
2022
Q4 		$1.06M Buy
30,906
+1,487
+5% +$51.9K 0.04% 157
2022
Q3 		$943K Sell
29,419
-1,773
-6% -$62.4K 0.04% 156
2022
Q2 		$1.02M Buy
31,192
+991
+3% +$35.6K 0.04% 151
2022
Q1 		$1.2M Sell
30,201
-13,884
-31% -$548K 0.05% 142
2021
Q4 		$1.85M Buy
44,085
+2,790
+7% +$124K 0.08% 109
2021
Q3 		$1.8M Buy
41,295
+1,472
+4% +$65K 0.08% 97
2021
Q2 		$1.8M Buy
39,823
+895
+2% +$39.8K 0.08% 94
2021
Q1 		$1.68M Buy
38,928
+15,302
+65% +$646K 0.09% 95
2020
Q4 		$906K Sell
23,626
-1,682
-7% -$58.2K 0.05% 134
2020
Q3 		$750K Sell
25,308
-1,140
-4% -$33.2K 0.04% 142
2020
Q2 		$726K Buy
26,448
+3,386
+15% +$85K 0.04% 142
2020
Q1 		$498K Buy
23,062
+16,559
+255% +$467K 0.03% 153
2019
Q4 		$203K Buy
+6,503
New +$196K 0.01% 293

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avantax Planning Partners's NUSC Position: Q2 2025 in Review

Avantax Planning Partners sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2025, closing a stake of 5,241 shares — an estimated $201K sold.

Avantax Planning Partners first reported a position in NUSC in Q4 2019 and held it in 22 quarters. The position peaked at $1.85M in Q4 2021. 242 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

  • Avantax Planning Partners reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 5,241 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $201K.
  • Avantax Planning Partners first reported a position in Nuveen ESG Small-Cap ETF in Q4 2019 and held it in 22 quarters.
  • Avantax Planning Partners's Nuveen ESG Small-Cap ETF position peaked at $1.85M in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Avantax Planning Partners's 13F filing for Q2 2025, filed 11 Aug 2025.