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Cresset Asset Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Cresset Asset Management’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 		$615K Hold
13,648
– – ﹤0.01% 970
2025
Q4 		$609K Sell
13,648
-761
-5% -$33.9K ﹤0.01% 984
2025
Q3 		$635K Hold
14,409
– – ﹤0.01% 923
2025
Q2 		$587K Hold
14,409
– – ﹤0.01% 869
2025
Q1 		$552K Hold
14,409
– – ﹤0.01% 1011
2024
Q4 		$603K Hold
14,409
– – ﹤0.01% 997
2024
Q3 		$617K Sell
14,409
-2,166
-13% -$89.3K ﹤0.01% 1403
2024
Q2 		$652K Buy
+16,575
New +$657K ﹤0.01% 1312
2023
Q2 		– Sell
-8,135
Closed -$288K – 1918
2023
Q1 		$288K Hold
8,135
– – 0.01% 639
2022
Q4 		$278K Buy
+8,135
New +$284K ﹤0.01% 547

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