Envestnet Portfolio Solutions’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-42,417	Closed	-$1.89M	–	1438
2025 Q4	$1.89M	Buy	42,417 +109	+0.3%	+$4.86K	0.01%	561
2025 Q3	$1.87M	Buy	42,308 +1,117	+3%	+$47.5K	0.01%	543
2025 Q2	$1.68M	Sell	41,191 -367	-0.9%	-$14.1K	0.01%	613
2025 Q1	$1.59M	Buy	41,558 +138	+0.3%	+$5.73K	0.01%	658
2024 Q4	$1.73M	Buy	41,420 +1,896	+5%	+$82.8K	0.01%	710
2024 Q3	$1.69M	Buy	39,524 +191	+0.5%	+$7.88K	0.01%	718
2024 Q2	$1.55M	Buy	39,333 +520	+1%	+$20.6K	0.01%	720
2024 Q1	$1.61M	Sell	38,813 -389	-1%	-$15.3K	0.01%	700
2023 Q4	$1.53M	Sell	39,202 -1,532	-4%	-$53.9K	0.01%	669
2023 Q3	$1.42M	Buy	+40,734	New	+$1.5M	0.01%	653

Other funds holding NUSC

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

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

AWP

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

MWM

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

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

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

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Envestnet Portfolio Solutions's NUSC Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2026, closing a stake of 42,417 shares — an estimated $1.89M sold.

Envestnet Portfolio Solutions first reported a position in NUSC in Q3 2023 and held it in 10 quarters. The position peaked at $1.89M in Q4 2025. 266 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 42,417 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $1.89M.
Envestnet Portfolio Solutions first reported a position in Nuveen ESG Small-Cap ETF in Q3 2023 and held it in 10 quarters.
Envestnet Portfolio Solutions's Nuveen ESG Small-Cap ETF position peaked at $1.89M in Q4 2025.
266 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.