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

Corient Private Wealth’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 		$11.8M Sell
262,445
-243,700
-48% -$11.4M 0.02% 568
2025
Q4 		$22.6M Buy
506,145
+247,971
+96% +$11.1M 0.02% 536
2025
Q3 		$11.4M Buy
258,174
+28,941
+13% +$1.23M 0.02% 500
2025
Q2 		$9.34M Buy
229,233
+6,703
+3% +$258K 0.01% 541
2025
Q1 		$8.53M Buy
222,530
+15,207
+7% +$631K 0.01% 550
2024
Q4 		$8.68M Sell
207,323
-122,686
-37% -$5.36M 0.01% 545
2024
Q3 		$14.1M Buy
330,009
+136,457
+71% +$5.63M 0.02% 479
2024
Q2 		$7.61M Buy
193,552
+25,485
+15% +$1.01M 0.01% 592
2024
Q1 		$6.99M Buy
168,067
+110,270
+191% +$4.32M 0.01% 616
2023
Q4 		$2.26M Buy
57,797
+818
+1% +$28.8K ﹤0.01% 948
2023
Q3 		$1.98M Buy
56,979
+5,503
+11% +$203K ﹤0.01% 923
2023
Q2 		$1.9M Buy
51,476
+260
+0.5% +$9.19K ﹤0.01% 916
2023
Q1 		$1.81M Buy
51,216
+3,046
+6% +$111K ﹤0.01% 875
2022
Q4 		$1.65M Buy
+48,170
New +$1.68M 0.01% 767

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