Crewe Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Crewe Advisors’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	$14.8K	Hold	329	–	–	﹤0.01%	574
2025 Q4	$14.7K	Hold	329	–	–	﹤0.01%	547
2025 Q3	$14.5K	Hold	329	–	–	﹤0.01%	563
2025 Q2	$13.4K	Hold	329	–	–	﹤0.01%	424
2025 Q1	$12.6K	Hold	329	–	–	﹤0.01%	402
2024 Q4	$13.8K	Sell	329 -11	-3%	-$480	﹤0.01%	398
2024 Q3	$14.6K	Hold	340	–	–	﹤0.01%	439
2024 Q2	$13.4K	Hold	340	–	–	﹤0.01%	630
2024 Q1	$14.1K	Hold	340	–	–	﹤0.01%	560
2023 Q4	$13.3K	Hold	340	–	–	﹤0.01%	187
2023 Q3	$11.8K	Hold	340	–	–	﹤0.01%	232
2023 Q2	$12.6K	Hold	340	–	–	﹤0.01%	388
2023 Q1	$12K	Hold	340	–	–	﹤0.01%	512
2022 Q4	$11.6K	Hold	340	–	–	﹤0.01%	529
2022 Q3	$11K	Buy	+340	New	+$12K	﹤0.01%	639

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

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return