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Compass Planning Associates’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Compass Planning Associates’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
Q2 		– Sell
-1,074
Closed -$41.2K – 128
2025
Q1 		$41.2K Hold
1,074
– – 0.04% 63
2024
Q4 		$45K Buy
+1,074
New +$46.9K 0.05% 62

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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 $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Compass Planning Associates's NUSC Position: Q2 2025 in Review

Compass Planning Associates sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2025, closing a stake of 1,074 shares — an estimated $41.2K sold.

Compass Planning Associates first reported a position in NUSC in Q4 2024 and held it in 2 quarters. The position peaked at $45K in Q4 2024. 241 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

  • Compass Planning Associates reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Compass Planning Associates sold 1,074 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $41.2K.
  • Compass Planning Associates first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and held it in 2 quarters.
  • Compass Planning Associates's Nuveen ESG Small-Cap ETF position peaked at $45K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Compass Planning Associates's 13F filing for Q2 2025, filed 21 Jul 2025.