Litman Gregory Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Litman Gregory 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	$89.3K	Buy	+2,000	New	+$89.2K	0.01%	186
2025 Q1	–	Sell	-5,152	Closed	-$216K	–	141
2024 Q4	$216K	Sell	5,152 -121	-2%	-$5.28K	0.02%	129
2024 Q3	$226K	Hold	5,273	–	–	0.02%	131
2024 Q2	$207K	Hold	5,273	–	–	0.02%	129
2024 Q1	$219K	Hold	5,273	–	–	0.02%	124
2023 Q4	$206K	Buy	+5,273	New	+$185K	0.02%	117
2022 Q1	–	Sell	-5,491	Closed	-$231K	–	75
2021 Q4	$231K	Hold	5,491	–	–	0.04%	75
2021 Q3	$239K	Buy	5,491 +5,243	+2,114%	+$231K	0.05%	67
2021 Q2	$248K	Sell	248 -5,243	-95%	-$233K	0.05%	68
2021 Q1	$236K	Hold	5,491	–	–	0.05%	55
2020 Q4	$211K	Hold	5,491	–	–	0.04%	59
2020 Q3	$163K	Hold	5,491	–	–	0.03%	59
2020 Q2	$151K	Buy	5,491 +3,117	+131%	+$78.2K	0.03%	58
2020 Q1	$51K	Sell	2,374 -1,484	-38%	-$41.8K	0.01%	82
2019 Q4	$120K	Buy	3,858 +441	+13%	+$13.3K	0.03%	67
2019 Q3	$100K	Hold	3,417	–	–	0.02%	63
2019 Q2	$101K	Sell	3,417 -551	-14%	-$16.1K	0.03%	64
2019 Q1	$114K	Hold	3,968	–	–	0.03%	51
2018 Q4	$98K	Buy	3,968 +3,131	+374%	+$88.3K	0.03%	55
2018 Q3	$26K	Buy	+837	New	+$26.5K	0.01%	72

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

Litman Gregory Wealth Management's NUSC Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025: 2,000 shares worth $89.3K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in NUSC as recently as Q4 2024.

Litman Gregory Wealth Management first reported a position in NUSC in Q3 2018 and has held it in 20 quarters since. The position peaked at $248K in Q2 2021. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

Litman Gregory Wealth Management held 2,000 shares of Nuveen ESG Small-Cap ETF worth $89.3K as of Q4 2025.
Nuveen ESG Small-Cap ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Nuveen ESG Small-Cap ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #186 holding.
Litman Gregory Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q3 2018 and has held it in 20 quarters since.
Litman Gregory Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $248K in Q2 2021.
259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.