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

Quantum Financial 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
2025 Q1	–	Sell	-4,954	Closed	-$208K	–	190
2024 Q4	$208K	Sell	4,954 -1,586	-24%	-$69.2K	0.03%	178
2024 Q3	$280K	Sell	6,540 -1,403	-18%	-$57.8K	0.04%	134
2024 Q2	$312K	Buy	7,943 +39	+0.5%	+$1.55K	0.05%	115
2024 Q1	$329K	Sell	7,904 -1,096	-12%	-$43K	0.06%	106
2023 Q4	$352K	Sell	9,000 -2,017	-18%	-$70.9K	0.09%	68
2023 Q3	$384K	Buy	11,017 +1,811	+20%	+$66.8K	0.11%	65
2023 Q2	$341K	Sell	9,206 -171	-2%	-$6.04K	0.1%	60
2023 Q1	$332K	Buy	9,377 +28	+0.3%	+$1.02K	0.1%	57
2022 Q4	$320K	Sell	9,349 -16,479	-64%	-$575K	0.14%	50
2022 Q3	$828K	Sell	25,828 -430	-2%	-$15.1K	0.37%	21
2022 Q2	$986K	Buy	+26,258	New	+$944K	0.37%	21

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AWP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quantum Financial Advisors's NUSC Position: Q1 2025 in Review

Quantum Financial Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2025, closing a stake of 4,954 shares — an estimated $208K sold.

Quantum Financial Advisors first reported a position in NUSC in Q2 2022 and held it in 11 quarters. The position peaked at $986K in Q2 2022. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

Quantum Financial Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
Quantum Financial Advisors sold 4,954 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $208K.
Quantum Financial Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q2 2022 and held it in 11 quarters.
Quantum Financial Advisors's Nuveen ESG Small-Cap ETF position peaked at $986K in Q2 2022.
253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on Quantum Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.