Bigelow Investment Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Bigelow Investment 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
2025 Q1	–	Sell	-4,797	Closed	-$201K	–	150
2024 Q4	$201K	Sell	4,797 -21	-0.4%	-$917	0.09%	145
2024 Q3	$206K	Buy	+4,818	New	+$199K	0.09%	153
2023 Q4	–	Sell	-5,747	Closed	-$200K	–	153
2023 Q3	$200K	Buy	5,747 +256	+5%	+$9.44K	0.11%	146
2023 Q2	$203K	Buy	+5,491	New	+$194K	0.11%	146
2022 Q2	–	Sell	-5,335	Closed	-$213K	–	149
2022 Q1	$213K	Buy	+5,335	New	+$211K	0.1%	144

Other funds holding NUSC

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bigelow Investment Advisors's NUSC Position: Q1 2025 in Review

Bigelow Investment Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2025, closing a stake of 4,797 shares — an estimated $201K sold.

Bigelow Investment Advisors first reported a position in NUSC in Q1 2022 and held it in 5 quarters. The position peaked at $213K in Q1 2022. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

Bigelow Investment Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Bigelow Investment Advisors sold 4,797 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $201K.
Bigelow Investment Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2022 and held it in 5 quarters.
Bigelow Investment Advisors's Nuveen ESG Small-Cap ETF position peaked at $213K in Q1 2022.
253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on Bigelow Investment Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.