CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

CAPTRUST Financial 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 		$4.73M Buy
104,994
+8,126
+8% +$379K 0.01% 790
2025
Q4 		$4.33M Buy
96,868
+76,964
+387% +$3.43M 0.01% 720
2025
Q3 		$878K Hold
19,904
– – ﹤0.01% 1506
2025
Q2 		$811K Sell
19,904
-10,409
-34% -$401K ﹤0.01% 1458
2025
Q1 		$1.16M Buy
+30,313
New +$1.26M ﹤0.01% 1190
2022
Q3 		– Sell
-561
Closed -$18K – 3349
2022
Q2 		$18K Hold
561
– – ﹤0.01% 3430
2022
Q1 		$22K Hold
561
– – ﹤0.01% 3328
2021
Q4 		$24K Hold
561
– – ﹤0.01% 3174
2021
Q3 		$24K Hold
561
– – ﹤0.01% 3045
2021
Q2 		$25K Sell
561
-8,051
-93% -$358K ﹤0.01% 2960
2021
Q1 		$371K Buy
+8,612
New +$363K ﹤0.01% 1117

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