Private Trust Company’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Private Trust Company’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 Q3	–	Sell	-3,886	Closed	-$158K	–	2634
2025 Q2	$158K	Sell	3,886 -739	-16%	-$28.5K	0.02%	803
2025 Q1	$177K	Hold	4,625	–	–	0.02%	751
2024 Q4	$194K	Buy	4,625 +100	+2%	+$4.37K	0.02%	707
2024 Q3	$194K	Hold	4,525	–	–	0.02%	710
2024 Q2	$178K	Hold	4,525	–	–	0.02%	696
2024 Q1	$188K	Hold	4,525	–	–	0.02%	666
2023 Q4	$177K	Buy	4,525 +712	+19%	+$25K	0.02%	645
2023 Q3	$133K	Hold	3,813	–	–	0.02%	702
2023 Q2	$141K	Buy	3,813 +3,613	+1,807%	+$128K	0.02%	683
2023 Q1	$7.08K	Buy	+200	New	+$7.28K	﹤0.01%	1717

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Trust Company's NUSC Position: Q3 2025 in Review

Private Trust Company sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2025, closing a stake of 3,886 shares — an estimated $158K sold.

Private Trust Company first reported a position in NUSC in Q1 2023 and held it in 10 quarters. The position peaked at $194K in Q3 2024. 249 funds tracked by Wall St. Rank hold NUSC as of Q3 2025.

Private Trust Company reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Private Trust Company sold 3,886 Nuveen ESG Small-Cap ETF shares in Q3 2025, an estimated $158K.
Private Trust Company first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and held it in 10 quarters.
Private Trust Company's Nuveen ESG Small-Cap ETF position peaked at $194K in Q3 2024.
249 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.