SageView Advisory Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

SageView Advisory Group’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	$1.83M	Buy	41,011 +104	+0.3%	+$4.64K	0.06%	161
2025 Q3	$1.8M	Sell	40,907 -81	-0.2%	-$3.44K	0.06%	173
2025 Q2	$1.73M	Sell	40,988 -1,638	-4%	-$63.1K	0.07%	157
2025 Q1	$1.63M	Sell	42,626 -24,778	-37%	-$1.03M	0.07%	145
2024 Q4	$2.82M	Sell	67,404 -22	-0%	-$961	0.12%	99
2024 Q3	$2.89M	Sell	67,426 -3,670	-5%	-$151K	0.15%	86
2024 Q2	$2.8M	Buy	+71,096	New	+$2.82M	0.13%	99
2024 Q1	–	Sell	-89,937	Closed	-$3.48M	–	697
2023 Q4	$3.48M	Buy	89,937 +8,307	+10%	+$292K	0.15%	88
2023 Q3	$2.84M	Sell	81,630 -967	-1%	-$35.7K	0.16%	83
2023 Q2	$3.06M	Sell	82,597 -4,105	-5%	-$145K	0.17%	82
2023 Q1	$3.07M	Sell	86,702 -3,715	-4%	-$135K	0.2%	80
2022 Q4	$3.09M	Buy	+90,417	New	+$3.16M	0.25%	69

Other funds holding NUSC

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada 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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

SageView Advisory Group's NUSC Position: Q4 2025 in Review

SageView Advisory Group increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.25% in Q4 2025, buying an estimated $4.64K and bringing the position to 41,011 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #161.

SageView Advisory Group first reported a position in NUSC in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.48M in Q4 2023. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

SageView Advisory Group held 41,011 shares of Nuveen ESG Small-Cap ETF worth $1.83M as of Q4 2025.
SageView Advisory Group bought 104 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $4.64K.
Nuveen ESG Small-Cap ETF made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #161 holding.
SageView Advisory Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and has held it in 12 quarters since.
SageView Advisory Group's Nuveen ESG Small-Cap ETF position peaked at $3.48M in Q4 2023.
259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.