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	–	893
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 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

ORG Partners's NUSC Position: Q4 2025 in Review

ORG Partners reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 42% in Q4 2025, selling an estimated $19K and leaving 578 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

ORG Partners first reported a position in NUSC in Q2 2023 and has held it in 10 quarters since. The position peaked at $44.3K in Q3 2025. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

ORG Partners held 578 shares of Nuveen ESG Small-Cap ETF worth $25.8K as of Q4 2025.
ORG Partners sold 427 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $19K.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #737 holding.
ORG Partners first reported a position in Nuveen ESG Small-Cap ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Nuveen ESG Small-Cap ETF position peaked at $44.3K in Q3 2025.
259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.