Lido Advisors
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Lido Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Lido Advisors’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
Q1 		– Sell
-30,183
Closed -$1.26M – 1580
2024
Q4 		$1.26M Sell
30,183
-14,222
-32% -$621K 0.01% 671
2024
Q3 		$1.9M Sell
44,405
-15,967
-26% -$658K 0.01% 477
2024
Q2 		$2.38M Buy
60,372
+220
+0.4% +$8.72K 0.01% 416
2024
Q1 		$2.5M Buy
60,152
+42,570
+242% +$1.67M 0.01% 391
2023
Q4 		$687K Buy
17,582
+225
+1% +$7.91K ﹤0.01% 742
2023
Q3 		$604K Sell
17,357
-40,148
-70% -$1.48M ﹤0.01% 693
2023
Q2 		$2.13M Buy
57,505
+28,343
+97% +$1M 0.02% 360
2023
Q1 		$1.03M Buy
29,162
+4,916
+20% +$179K 0.01% 473
2022
Q4 		$829K Sell
24,246
-20,935
-46% -$731K 0.01% 453
2022
Q3 		$1.45M Buy
45,181
+30,359
+205% +$1.07M 0.02% 307
2022
Q2 		$486K Buy
14,822
+249
+2% +$8.96K 0.01% 555
2022
Q1 		$580K Sell
14,573
-19,334
-57% -$764K 0.01% 556
2021
Q4 		$1.42M Buy
33,907
+28,836
+569% +$1.29M 0.02% 340
2021
Q3 		$220K Sell
5,071
-2,837
-36% -$125K ﹤0.01% 878
2021
Q2 		$357K Buy
+7,908
New +$352K 0.01% 650

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's NUSC Position: Q1 2025 in Review

Lido Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2025, closing a stake of 30,183 shares — an estimated $1.26M sold.

Lido Advisors first reported a position in NUSC in Q2 2021 and held it in 15 quarters. The position peaked at $2.5M in Q1 2024. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

  • Lido Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 30,183 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $1.26M.
  • Lido Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and held it in 15 quarters.
  • Lido Advisors's Nuveen ESG Small-Cap ETF position peaked at $2.5M in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.