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

Mutual 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
2026 Q1	$701K	Sell	15,566 -133	-0.8%	-$6.21K	0.02%	725
2025 Q4	$701K	Sell	15,699 -526	-3%	-$23.5K	0.02%	712
2025 Q3	$727K	Sell	16,225 -399	-2%	-$17K	0.02%	688
2025 Q2	$703K	Sell	16,624 -748	-4%	-$28.8K	0.02%	636
2025 Q1	$645K	Buy	17,372 +4,843	+39%	+$201K	0.02%	607
2024 Q4	$538K	Sell	12,529 -345	-3%	-$15.1K	0.02%	675
2024 Q3	$544K	Hold	12,874	–	–	0.02%	671
2024 Q2	$545K	Buy	12,874 +2,719	+27%	+$108K	0.02%	669
2024 Q1	$422K	Sell	10,155 -58	-0.6%	-$2.27K	0.01%	754
2023 Q4	$399K	Sell	10,213 -522	-5%	-$18.4K	0.01%	719
2023 Q3	$374K	Buy	10,735 +285	+3%	+$10.5K	0.01%	708
2023 Q2	$387K	Sell	10,450 -406	-4%	-$14.3K	0.01%	724
2023 Q1	$384K	Buy	+10,856	New	+$395K	0.02%	697

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-CREF Individual & Institutional Services New York $26B AUM

Royal Bank of Canada

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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