Envestnet Portfolio Solutions
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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
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
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return