Lake Street Advisors Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Lake Street Advisors 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
2024 Q4	$1.46M	Sell	34,835 -9,794	-22%	-$428K	0.07%	181
2024 Q3	$1.91M	Hold	44,629	–	–	0.09%	131
2024 Q2	$1.76M	Hold	44,629	–	–	0.08%	145
2024 Q1	$1.86M	Buy	44,629 +103	+0.2%	+$4.04K	0.09%	149
2023 Q4	$1.74M	Sell	44,526 -1,848	-4%	-$65K	0.09%	151
2023 Q3	$1.61M	Hold	46,374	–	–	0.1%	133
2023 Q2	$1.72M	Hold	46,374	–	–	0.09%	136
2023 Q1	$1.64M	Sell	46,374 -414	-0.9%	-$15.1K	0.1%	125
2022 Q4	$1.6M	Sell	46,788 -4,718	-9%	-$165K	0.11%	125
2022 Q3	$1.65M	Sell	51,506 -52	-0.1%	-$1.83K	0.12%	117
2022 Q2	$1.69M	Sell	51,558 -262	-0.5%	-$9.42K	0.12%	113
2022 Q1	$2.06M	Hold	51,820	–	–	0.13%	107
2021 Q4	$2.18M	Buy	51,820 +2,723	+6%	+$121K	0.14%	102
2021 Q3	$2.13M	Buy	+49,097	New	+$2.17M	0.23%	73

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Street Advisors Group's NUSC Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 22% in Q4 2024, selling an estimated $428K and leaving 34,835 shares worth $1.46M. The position accounts for 0.07% of the portfolio, ranked #181.

Lake Street Advisors Group first reported a position in NUSC in Q3 2021 and has held it in 14 quarters since. The position peaked at $2.18M in Q4 2021. 262 funds tracked by Wall St. Rank hold NUSC as of Q4 2024.

Lake Street Advisors Group held 34,835 shares of Nuveen ESG Small-Cap ETF worth $1.46M as of Q4 2024.
Lake Street Advisors Group sold 9,794 Nuveen ESG Small-Cap ETF shares in Q4 2024, an estimated $428K.
Nuveen ESG Small-Cap ETF made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #181 holding.
Lake Street Advisors Group first reported a position in Nuveen ESG Small-Cap ETF in Q3 2021 and has held it in 14 quarters since.
Lake Street Advisors Group's Nuveen ESG Small-Cap ETF position peaked at $2.18M in Q4 2021.
262 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.