Horizon Investments’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Horizon Investments’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	-21	Closed	-$926	–	1363
2025 Q3	$926	Hold	21	–	–	﹤0.01%	1121
2025 Q2	$856	Buy	21 +2	+11%	+$77	﹤0.01%	1062
2025 Q1	$728	Hold	19	–	–	﹤0.01%	822
2024 Q4	$796	Buy	19 +2	+12%	+$87	﹤0.01%	827
2024 Q3	$728	Hold	17	–	–	﹤0.01%	808
2024 Q2	$669	Hold	17	–	–	﹤0.01%	783
2024 Q1	$707	Hold	17	–	–	﹤0.01%	770
2023 Q4	$665	Hold	17	–	–	﹤0.01%	692
2023 Q3	$592	Hold	17	–	–	﹤0.01%	702
2023 Q2	$629	Hold	17	–	–	﹤0.01%	675
2023 Q1	$602	Buy	+17	New	+$618	﹤0.01%	678

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

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return