Future Financial Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Future Financial Wealth 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
2025 Q4	–	Sell	-199	Closed	-$8.78K	–	321
2025 Q3	$8.78K	Hold	199	–	–	0.01%	388
2025 Q2	$8.11K	Hold	199	–	–	0.01%	382
2025 Q1	$7.63K	Hold	199	–	–	0.01%	383
2024 Q4	$8.34K	Hold	199	–	–	0.01%	376
2024 Q3	$8.53K	Buy	+199	New	+$8.21K	0.01%	394
2024 Q2	–	Sell	-199	Closed	-$8.28K	–	335
2024 Q1	$8.28K	Buy	+199	New	+$7.8K	0.01%	417
2022 Q3	–	Sell	-35,291	Closed	-$1.41M	–	133
2022 Q2	$1.41M	Hold	35,291	–	–	1.37%	20
2022 Q1	$1.41M	Sell	35,291 -5,087	-13%	-$201K	1.17%	20
2021 Q4	$1.72M	Buy	40,378 +1,202	+3%	+$53.6K	1.37%	15
2021 Q3	$1.77M	Hold	39,176	–	–	1.82%	12
2021 Q2	$1.77M	Sell	39,176 -19,057	-33%	-$847K	1.82%	12
2021 Q1	$2.51M	Buy	+58,233	New	+$2.46M	2.88%	8

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Future Financial Wealth Management's NUSC Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025, closing a stake of 199 shares — an estimated $8.78K sold.

Future Financial Wealth Management first reported a position in NUSC in Q1 2021 and held it in 12 quarters. The position peaked at $2.51M in Q1 2021. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

Future Financial Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 199 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $8.78K.
Future Financial Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and held it in 12 quarters.
Future Financial Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $2.51M in Q1 2021.
259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.