Coppell Advisory Solutions’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Coppell Advisory Solutions’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	-1,077	Closed	-$45K	–	1341
2024 Q4	$45K	Buy	1,077 +353	+49%	+$15.4K	0.01%	615
2024 Q3	$28.4K	Hold	724	–	–	﹤0.01%	733
2024 Q2	$28.5K	Buy	+724	New	+$28.7K	﹤0.01%	652
2023 Q4	$29.5K	Buy	754 +380	+102%	+$13.4K	0.01%	629
2023 Q3	$12.8K	Buy	374 +316	+545%	+$11.7K	﹤0.01%	573
2023 Q2	$2.13K	Buy	+58	New	+$2.05K	﹤0.01%	1008
2023 Q1	–	Sell	-374	Closed	-$12.8K	–	773
2022 Q4	$12.8K	Buy	+374	New	+$13.1K	﹤0.01%	575

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

Coppell Advisory Solutions's NUSC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2025, closing a stake of 1,077 shares — an estimated $45K sold.

Coppell Advisory Solutions first reported a position in NUSC in Q4 2022 and held it in 7 quarters. The position peaked at $45K in Q4 2024. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

Coppell Advisory Solutions reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 1,077 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $45K.
Coppell Advisory Solutions first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Nuveen ESG Small-Cap ETF position peaked at $45K in Q4 2024.
253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.