DT Investment Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

DT Investment Partners’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	-138	Closed	-$5.78K	–	561
2024 Q4	$5.78K	Hold	138	–	–	﹤0.01%	479
2024 Q3	$5.91K	Hold	138	–	–	﹤0.01%	507
2024 Q2	$5.43K	Hold	138	–	–	﹤0.01%	425
2024 Q1	$5.74K	Buy	138 +16	+13%	+$627	﹤0.01%	379
2023 Q4	$4.72K	Sell	122 -141	-54%	-$4.96K	﹤0.01%	381
2023 Q3	$9.16K	Hold	263	–	–	﹤0.01%	324
2023 Q2	$10.2K	Hold	263	–	–	﹤0.01%	321
2023 Q1	$9.21K	Sell	263 -2	-0.8%	-$73	﹤0.01%	326
2022 Q4	$9.06K	Buy	265 +31	+13%	+$1.08K	﹤0.01%	338
2022 Q3	$8K	Buy	+234	New	+$8.24K	﹤0.01%	329

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

DT Investment Partners's NUSC Position: Q1 2025 in Review

DT Investment Partners sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2025, closing a stake of 138 shares — an estimated $5.78K sold.

DT Investment Partners first reported a position in NUSC in Q3 2022 and held it in 10 quarters. The position peaked at $10.2K in Q2 2023. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

DT Investment Partners reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
DT Investment Partners sold 138 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $5.78K.
DT Investment Partners first reported a position in Nuveen ESG Small-Cap ETF in Q3 2022 and held it in 10 quarters.
DT Investment Partners's Nuveen ESG Small-Cap ETF position peaked at $10.2K in Q2 2023.
253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on DT Investment Partners's 13F filing for Q1 2025, filed 29 Apr 2025.