Betterment LLC
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Betterment LLC’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Betterment LLC’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 		$945K Sell
20,979
-148
-0.7% -$6.91K ﹤0.01% 333
2025
Q4 		$943K Sell
21,127
-531
-2% -$23.7K ﹤0.01% 305
2025
Q3 		$955K Buy
21,658
+5,621
+35% +$239K ﹤0.01% 292
2025
Q2 		$653K Buy
16,037
+2,347
+17% +$90.5K ﹤0.01% 321
2025
Q1 		$525K Sell
13,690
-1,054
-7% -$43.7K ﹤0.01% 333
2024
Q4 		$617K Buy
14,744
+3,595
+32% +$157K ﹤0.01% 301
2024
Q3 		$478K Buy
11,149
+5,351
+92% +$221K ﹤0.01% 314
2024
Q2 		$228K Buy
+5,798
New +$230K ﹤0.01% 375

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AWP
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TCIIS
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Royal Bank of Canada
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Morgan Stanley
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MWM
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LPL Financial
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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