Bank of Montreal’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Bank of Montreal’s Portfolio NUSA Stock Details NUSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14,356	Closed	-$337K	–	3822
2024 Q3	$337K	Sell	14,356 -3,454	-19%	-$80.3K	﹤0.01%	2688
2024 Q2	$406K	Sell	17,810 -1,957	-10%	-$44.6K	﹤0.01%	2533
2024 Q1	$453K	Buy	+19,767	New	+$453K	﹤0.01%	2501
2023 Q4	–	Sell	-35,924	Closed	-$820K	–	4215
2023 Q3	$820K	Buy	+35,924	New	+$817K	﹤0.01%	2164

Other funds holding NUSA

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal's NUSA Position: Q4 2024 in Review

Bank of Montreal sold out of Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) in Q4 2024, closing a stake of 14,356 shares — an estimated $337K sold.

Bank of Montreal first reported a position in NUSA in Q3 2023 and held it in 4 quarters. The position peaked at $820K in Q3 2023. 22 funds tracked by Wall St. Rank hold NUSA as of Q4 2024.

Bank of Montreal reported no remaining Nuveen ESG 1-5 Year US Aggregate Bond ETF position as of Q4 2024 after selling out during the quarter.
Bank of Montreal sold 14,356 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q4 2024, an estimated $337K.
Bank of Montreal first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q3 2023 and held it in 4 quarters.
Bank of Montreal's Nuveen ESG 1-5 Year US Aggregate Bond ETF position peaked at $820K in Q3 2023.
22 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.