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Freedom Investment Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Freedom Investment Management’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 		$265K Sell
5,887
-550
-9% -$25.7K 0.08% 87
2025
Q4 		$287K Sell
6,437
-6,142
-49% -$274K 0.08% 90
2025
Q3 		$555K Sell
12,579
-6,300
-33% -$268K 0.15% 69
2025
Q2 		$769K Sell
18,879
-2,004
-10% -$77.2K 0.06% 320
2025
Q1 		$801K Buy
20,883
+2,988
+17% +$124K 0.07% 300
2024
Q4 		$749K Buy
17,895
+1,390
+8% +$60.7K 0.06% 308
2024
Q3 		$707K Buy
16,505
+229
+1% +$9.44K 0.06% 328
2024
Q2 		$640K Buy
16,276
+1,557
+11% +$61.7K 0.05% 352
2024
Q1 		$612K Sell
14,719
-306
-2% -$12K 0.05% 388
2023
Q4 		$587K Buy
+15,025
New +$528K 0.05% 392

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 $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return