ORG Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

ORG Partners’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	$25.8K	Sell	578 -427	-42%	-$19K	﹤0.01%	737
2025 Q3	$44.3K	Hold	1,005	–	–	0.01%	614
2025 Q2	$41.5K	Hold	1,005	–	–	0.01%	591
2025 Q1	$38.7K	Hold	1,005	–	–	0.01%	540
2024 Q4	$42.1K	Hold	1,005	–	–	0.01%	597
2024 Q3	$43.1K	Hold	1,005	–	–	0.01%	542
2024 Q2	$39.2K	Buy	+1,005	New	+$39.9K	﹤0.01%	874
2024 Q1	–	Sell	-542	Closed	-$21.2K	–	905
2023 Q4	$21.2K	Hold	542	–	–	﹤0.01%	663
2023 Q3	$18.9K	Hold	542	–	–	0.01%	713
2023 Q2	$20.2K	Buy	+542	New	+$19.2K	﹤0.01%	874

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