Estate Counselors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Estate Counselors’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 Q2	–	Sell	-7,270	Closed	-$279K	–	112
2025 Q1	$279K	Buy	7,270 +1,005	+16%	+$41.7K	0.03%	86
2024 Q4	$262K	Buy	+6,265	New	+$274K	0.03%	93
2024 Q2	–	Sell	-6,450	Closed	-$268K	–	121
2024 Q1	$268K	Buy	+6,450	New	+$253K	0.03%	109
2022 Q4	–	Sell	-280	Closed	-$8K	–	179
2022 Q3	$8K	Buy	+280	New	+$9.86K	﹤0.01%	163

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AWP

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Estate Counselors's NUSC Position: Q2 2025 in Review

Estate Counselors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2025, closing a stake of 7,270 shares — an estimated $279K sold.

Estate Counselors first reported a position in NUSC in Q3 2022 and held it in 4 quarters. The position peaked at $279K in Q1 2025. 241 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

Estate Counselors reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Estate Counselors sold 7,270 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $279K.
Estate Counselors first reported a position in Nuveen ESG Small-Cap ETF in Q3 2022 and held it in 4 quarters.
Estate Counselors's Nuveen ESG Small-Cap ETF position peaked at $279K in Q1 2025.
241 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.