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

Dodds 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
2025 Q2	–	Sell	-13,758	Closed	-$527K	–	58
2025 Q1	$527K	Buy	13,758 +733	+6%	+$30.4K	0.17%	39
2024 Q4	$567K	Buy	13,025 +303	+2%	+$13.2K	0.18%	37
2024 Q3	$535K	Buy	12,722 +496	+4%	+$20.5K	0.18%	36
2024 Q2	$475K	Buy	12,226 +341	+3%	+$13.5K	0.19%	37
2024 Q1	$494K	Sell	11,885 -219	-2%	-$8.59K	0.2%	36
2023 Q4	$473K	Buy	+12,104	New	+$426K	0.24%	37

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodds Wealth's NUSC Position: Q2 2025 in Review

Dodds Wealth sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2025, closing a stake of 13,758 shares — an estimated $527K sold.

Dodds Wealth first reported a position in NUSC in Q4 2023 and held it in 6 quarters. The position peaked at $567K in Q4 2024. 242 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

Dodds Wealth reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Dodds Wealth sold 13,758 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $527K.
Dodds Wealth first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and held it in 6 quarters.
Dodds Wealth's Nuveen ESG Small-Cap ETF position peaked at $567K in Q4 2024.
242 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Dodds Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.