Bessemer Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Bessemer Group’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 Q3	–	Sell	-12,561	Closed	-$512K	–	2650
2025 Q2	$512K	Buy	12,561 +9,838	+361%	+$379K	﹤0.01%	805
2025 Q1	$105K	Hold	2,723	–	–	﹤0.01%	1200
2024 Q4	$114K	Buy	2,723 +71	+3%	+$3.1K	﹤0.01%	1175
2024 Q3	$114K	Hold	2,652	–	–	﹤0.01%	1253
2024 Q2	$104K	Hold	2,652	–	–	﹤0.01%	1162
2024 Q1	$110K	Hold	2,652	–	–	﹤0.01%	1160
2023 Q4	$104K	Hold	2,652	–	–	﹤0.01%	1211
2023 Q3	$92K	Hold	2,652	–	–	﹤0.01%	1222
2023 Q2	$98K	Hold	2,652	–	–	﹤0.01%	1229
2023 Q1	$94K	Hold	2,652	–	–	﹤0.01%	1090
2022 Q4	$91K	Sell	2,652 -3,130	-54%	-$109K	﹤0.01%	1061
2022 Q3	$185K	Hold	5,782	–	–	﹤0.01%	909
2022 Q2	$190K	Hold	5,782	–	–	﹤0.01%	896
2022 Q1	$230K	Hold	5,782	–	–	﹤0.01%	798
2021 Q4	$243K	Sell	5,782 -948	-14%	-$42.2K	﹤0.01%	792
2021 Q3	$292K	Buy	6,730 +948	+16%	+$41.8K	﹤0.01%	689
2021 Q2	$261K	Hold	5,782	–	–	﹤0.01%	730
2021 Q1	$249K	Hold	5,782	–	–	﹤0.01%	708
2020 Q4	$222K	Hold	5,782	–	–	﹤0.01%	718
2020 Q3	$171K	Hold	5,782	–	–	﹤0.01%	755
2020 Q2	$159K	Hold	5,782	–	–	﹤0.01%	1173
2020 Q1	$125K	Hold	5,782	–	–	﹤0.01%	1082
2019 Q4	$180K	Hold	5,782	–	–	﹤0.01%	1093
2019 Q3	$169K	Hold	5,782	–	–	﹤0.01%	1087
2019 Q2	$171K	Hold	5,782	–	–	﹤0.01%	1109
2019 Q1	$166K	Hold	5,782	–	–	﹤0.01%	1016
2018 Q4	$143K	Hold	5,782	–	–	﹤0.01%	1068
2018 Q3	$183K	Hold	5,782	–	–	﹤0.01%	1006
2018 Q2	$177K	Hold	5,782	–	–	﹤0.01%	1007
2018 Q1	$164K	Buy	+5,782	New	+$167K	﹤0.01%	1040

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group's NUSC Position: Q3 2025 in Review

Bessemer Group sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2025, closing a stake of 12,561 shares — an estimated $512K sold.

Bessemer Group first reported a position in NUSC in Q1 2018 and held it in 30 quarters. The position peaked at $512K in Q2 2025. 249 funds tracked by Wall St. Rank hold NUSC as of Q3 2025.

Bessemer Group reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Bessemer Group sold 12,561 Nuveen ESG Small-Cap ETF shares in Q3 2025, an estimated $512K.
Bessemer Group first reported a position in Nuveen ESG Small-Cap ETF in Q1 2018 and held it in 30 quarters.
Bessemer Group's Nuveen ESG Small-Cap ETF position peaked at $512K in Q2 2025.
249 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2025.

Based on Bessemer Group's 13F filing for Q3 2025, filed 5 Nov 2025.