Financial Connections Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Financial Connections Group’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	-95,002	Closed	-$2.35M	–	255
2025 Q1	$2.35M	Buy	95,002 +84,858	+837%	+$3.52M	1.06%	24
2024 Q4	$424K	Sell	10,144 -2,815	-22%	-$123K	0.2%	39
2024 Q3	$555K	Sell	12,959 -250	-2%	-$10.3K	0.27%	33
2024 Q2	$519K	Sell	13,209 -2,356	-15%	-$93.4K	0.27%	33
2024 Q1	$648K	Sell	15,565 -834	-5%	-$32.7K	0.71%	17
2023 Q4	$641K	Sell	16,399 -12,552	-43%	-$441K	0.42%	30
2023 Q3	$1.01M	Sell	28,951 -3,040	-10%	-$112K	1.24%	16
2023 Q2	$1.18M	Buy	31,991 +8,171	+34%	+$289K	0.78%	29
2023 Q1	$843K	Sell	23,820 -6,920	-23%	-$252K	0.6%	31
2022 Q4	$1.05M	Buy	+30,740	New	+$1.07M	0.83%	30

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 $952M AUM 22.68% 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 $8.18B AUM 28.28% 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

Financial Connections Group's NUSC Position: Q2 2025 in Review

Financial Connections Group sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2025, closing a stake of 95,002 shares — an estimated $2.35M sold.

Financial Connections Group first reported a position in NUSC in Q4 2022 and held it in 10 quarters. The position peaked at $2.35M in Q1 2025. 241 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

Financial Connections Group reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Financial Connections Group sold 95,002 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $2.35M.
Financial Connections Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 10 quarters.
Financial Connections Group's Nuveen ESG Small-Cap ETF position peaked at $2.35M in Q1 2025.
241 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Financial Connections Group's 13F filing for Q2 2025, filed 24 Jul 2025.