Capital Advisors Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Capital Advisors Wealth Management’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	-5,084	Closed	-$213K	–	187
2024 Q4	$213K	Buy	5,084 +17	+0.3%	+$742	0.04%	169
2024 Q3	$217K	Buy	+5,067	New	+$209K	0.04%	160
2024 Q2	–	Sell	-5,067	Closed	-$211K	–	169
2024 Q1	$211K	Buy	+5,067	New	+$199K	0.04%	147

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

Capital Advisors Wealth Management's NUSC Position: Q1 2025 in Review

Capital Advisors Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2025, closing a stake of 5,084 shares — an estimated $213K sold.

Capital Advisors Wealth Management first reported a position in NUSC in Q1 2024 and held it in 3 quarters. The position peaked at $217K in Q3 2024. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

Capital Advisors Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Capital Advisors Wealth Management sold 5,084 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $213K.
Capital Advisors Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2024 and held it in 3 quarters.
Capital Advisors Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $217K in Q3 2024.
253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.