Bank of Montreal
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Bank of Montreal’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-2,258
Closed -$96.5K – 3823
2024
Q3 		$96.5K Hold
2,258
– – ﹤0.01% 3257
2024
Q2 		$90.9K Buy
+2,258
New +$89.5K ﹤0.01% 3265

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2024, closing a stake of 2,258 shares — an estimated $96.5K sold.

Bank of Montreal first reported a position in NUSC in Q2 2024 and held it in 2 quarters. The position peaked at $96.5K in Q3 2024. 262 funds tracked by Wall St. Rank hold NUSC as of Q4 2024.

  • Bank of Montreal reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,258 Nuveen ESG Small-Cap ETF shares in Q4 2024, an estimated $96.5K.
  • Bank of Montreal first reported a position in Nuveen ESG Small-Cap ETF in Q2 2024 and held it in 2 quarters.
  • Bank of Montreal's Nuveen ESG Small-Cap ETF position peaked at $96.5K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2024.

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