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Principal Securities’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Principal Securities’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
Q2 		– Sell
-15
Closed -$628 – 3823
2025
Q1 		$628 Hold
15
– – ﹤0.01% 3308
2024
Q4 		$628 Sell
15
-706
-98% -$30.8K ﹤0.01% 3302
2024
Q3 		$30.9K Hold
721
– – ﹤0.01% 1904
2024
Q2 		$28.4K Hold
721
– – ﹤0.01% 1884
2024
Q1 		$30K Hold
721
– – ﹤0.01% 1804
2023
Q4 		$28.2K Buy
+721
New +$25.4K ﹤0.01% 1747

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
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Principal Securities's NUSC Position: Q2 2025 in Review

Principal Securities sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2025, closing a stake of 15 shares — an estimated $628 sold.

Principal Securities first reported a position in NUSC in Q4 2023 and held it in 6 quarters. The position peaked at $30.9K in Q3 2024. 241 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

  • Principal Securities reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 15 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $628.
  • Principal Securities first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Nuveen ESG Small-Cap ETF position peaked at $30.9K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.