Equita Financial Network’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Equita Financial Network’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	$1.27M	Buy	28,289 +2,519	+10%	+$118K	0.4%	35
2025 Q4	$1.15M	Buy	25,770 +4,758	+23%	+$212K	0.35%	37
2025 Q3	$927K	Sell	21,012 -289	-1%	-$12.3K	0.31%	42
2025 Q2	$868K	Sell	21,301 -5,940	-22%	-$229K	0.35%	37
2025 Q1	$1.04M	Buy	27,241 +2,340	+9%	+$97.1K	0.36%	43
2024 Q4	$1.04M	Buy	24,901 +1,226	+5%	+$53.5K	0.38%	42
2024 Q3	$1.01M	Buy	23,675 +2,549	+12%	+$105K	0.37%	41
2024 Q2	$831K	Buy	21,126 +2,847	+16%	+$113K	0.35%	43
2024 Q1	$760K	Buy	18,279 +7,332	+67%	+$287K	0.34%	42
2023 Q4	$428K	Buy	10,947 +1,254	+13%	+$44.1K	0.23%	48
2023 Q3	$338K	Buy	+9,693	New	+$358K	0.21%	47

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