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

EP Wealth Advisors’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	$4.78M	Buy	106,089 +98,117	+1,231%	+$4.58M	0.02%	320
2025 Q4	$356K	Buy	+7,972	New	+$355K	﹤0.01%	1036
2025 Q2	$298K	Sell	7,318 -128	-2%	-$4.93K	﹤0.01%	1023
2025 Q1	$285K	Buy	7,446 +122	+2%	+$5.06K	﹤0.01%	932
2024 Q4	$307K	Hold	7,324	–	–	﹤0.01%	863
2024 Q3	$314K	Sell	7,324 -12	-0.2%	-$495	﹤0.01%	838
2024 Q2	$289K	Sell	7,336 -29	-0.4%	-$1.15K	﹤0.01%	666
2024 Q1	$306K	Sell	7,365 -515	-7%	-$20.2K	﹤0.01%	620
2023 Q4	$308K	Buy	+7,880	New	+$277K	﹤0.01%	609
2023 Q2	–	Sell	-10,176	Closed	-$400K	–	710
2023 Q1	$400K	Buy	+10,176	New	+$370K	0.01%	436

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

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return