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Eastern Bank’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Eastern Bank’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
-241
Closed -$10.1K – 1019
2024
Q4 		$10.1K Sell
241
-650
-73% -$28.4K ﹤0.01% 781
2024
Q3 		$38.2K Sell
891
-4,929
-85% -$203K ﹤0.01% 591
2024
Q2 		$229K Sell
5,820
-128,476
-96% -$5.09M 0.01% 186
2024
Q1 		$5.59M Buy
134,296
+7,711
+6% +$302K 0.23% 91
2023
Q4 		$4.95M Buy
126,585
+1,506
+1% +$53K 0.22% 87
2023
Q3 		$4.36M Sell
125,079
-3,877
-3% -$143K 0.22% 87
2023
Q2 		$4.77M Sell
128,956
-1,255
-1% -$44.3K 0.23% 87
2023
Q1 		$4.61M Sell
130,211
-22,354
-15% -$813K 0.23% 85
2022
Q4 		$5.21M Sell
152,565
-2,657
-2% -$92.7K 0.28% 75
2022
Q3 		$4.98M Buy
155,222
+5,939
+4% +$209K 0.28% 77
2022
Q2 		$4.9M Buy
149,283
+8,570
+6% +$308K 0.26% 79
2022
Q1 		$5.61M Buy
140,713
+24,157
+21% +$954K 0.26% 77
2021
Q4 		$4.9M Buy
116,556
+2,041
+2% +$91K 0.21% 80
2021
Q3 		$4.98M Buy
114,515
+1,072
+0.9% +$47.3K 0.24% 78
2021
Q2 		$5.12M Buy
+113,443
New +$5.04M 0.25% 80

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eastern Bank's NUSC Position: Q1 2025 in Review

Eastern Bank sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2025, closing a stake of 241 shares — an estimated $10.1K sold.

Eastern Bank first reported a position in NUSC in Q2 2021 and held it in 15 quarters. The position peaked at $5.61M in Q1 2022. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

  • Eastern Bank reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Eastern Bank sold 241 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $10.1K.
  • Eastern Bank first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and held it in 15 quarters.
  • Eastern Bank's Nuveen ESG Small-Cap ETF position peaked at $5.61M in Q1 2022.
  • 253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on Eastern Bank's 13F filing for Q1 2025, filed 8 May 2025.