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Family Investment Center’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Family Investment Center’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
Q4 		– Sell
-4,569
Closed -$202K – 110
2025
Q3 		$202K Buy
+4,569
New +$194K 0.04% 99

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 $952M AUM 22.68% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Family Investment Center's NUSC Position: Q4 2025 in Review

Family Investment Center sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025, closing a stake of 4,569 shares — an estimated $202K sold.

Family Investment Center first reported a position in NUSC in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

  • Family Investment Center reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Family Investment Center sold 4,569 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $202K.
  • Family Investment Center first reported a position in Nuveen ESG Small-Cap ETF in Q3 2025 and held it in 1 quarter.
  • Family Investment Center's Nuveen ESG Small-Cap ETF position peaked at $202K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on Family Investment Center's 13F filing for Q4 2025, filed 23 Jan 2026.