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Beacon Pointe Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Beacon Pointe Advisors’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 		$4.94M Buy
109,733
+5,796
+6% +$271K 0.03% 478
2025
Q4 		$4.64M Buy
103,937
+5,149
+5% +$230K 0.03% 400
2025
Q3 		$4.36M Buy
98,788
+15,842
+19% +$674K 0.04% 388
2025
Q2 		$3.38M Buy
82,946
+5,182
+7% +$200K 0.04% 379
2025
Q1 		$2.98M Buy
77,764
+19,746
+34% +$819K 0.03% 384
2024
Q4 		$2.43M Sell
58,018
-7,075
-11% -$309K 0.03% 418
2024
Q3 		$2.79M Sell
65,093
-2,137
-3% -$88.1K 0.03% 403
2024
Q2 		$2.64M Sell
67,230
-2,190
-3% -$86.8K 0.03% 422
2024
Q1 		$2.89M Buy
69,420
+22,137
+47% +$868K 0.03% 416
2023
Q4 		$1.85M Buy
47,283
+28,271
+149% +$994K 0.02% 503
2023
Q3 		$662K Buy
+19,012
New +$701K 0.01% 765

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