CIBC Private Wealth Group
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CIBC Private Wealth Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

CIBC Private Wealth 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
Q4 		– Sell
-109
Closed -$4.86K – 3366
2025
Q3 		$4.82K Hold
109
– – ﹤0.01% 2572
2025
Q2 		$4.46K Hold
109
– – ﹤0.01% 2477
2025
Q1 		$3.65K Hold
109
– – ﹤0.01% 2540
2024
Q4 		$4.61K Hold
109
– – ﹤0.01% 2492
2024
Q3 		$4.69K Hold
109
– – ﹤0.01% 2604
2024
Q2 		$4.28K Hold
109
– – ﹤0.01% 2555
2024
Q1 		$4.5K Buy
+109
New +$4.27K ﹤0.01% 2537

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return