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Sandbox Financial Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Sandbox Financial 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
Q3 		– Sell
-6,681
Closed -$272K – 132
2025
Q2 		$272K Sell
6,681
-274
-4% -$10.6K 0.09% 96
2025
Q1 		$267K Sell
6,955
-5,812
-46% -$241K 0.09% 93
2024
Q4 		$535K Sell
12,767
-551
-4% -$24.1K 0.18% 62
2024
Q3 		$571K Sell
13,318
-1,078
-7% -$44.4K 0.2% 59
2024
Q2 		$566K Sell
14,396
-522
-3% -$20.7K 0.22% 58
2024
Q1 		$620K Sell
14,918
-4,711
-24% -$185K 0.26% 51
2023
Q4 		$767K Sell
19,629
-2,990
-13% -$105K 0.36% 44
2023
Q3 		$788K Buy
22,619
+2,268
+11% +$83.7K 0.42% 38
2023
Q2 		$753K Sell
20,351
-28
-0.1% -$989 0.39% 38
2023
Q1 		$722K Buy
20,379
+4,869
+31% +$177K 0.44% 35
2022
Q4 		$530K Sell
15,510
-1,937
-11% -$67.6K 0.37% 39
2022
Q3 		$559K Buy
17,447
+3,284
+23% +$116K 0.41% 36
2022
Q2 		$465K Buy
14,163
+1,252
+10% +$45K 0.33% 43
2022
Q1 		$514K Buy
12,911
+2,089
+19% +$82.5K 0.29% 40
2021
Q4 		$455K Sell
10,822
-2,852
-21% -$127K 0.29% 42
2021
Q3 		$595K Buy
+13,674
New +$603K 0.42% 33

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA Trust, National Association
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sandbox Financial Partners's NUSC Position: Q3 2025 in Review

Sandbox Financial Partners sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2025, closing a stake of 6,681 shares — an estimated $272K sold.

Sandbox Financial Partners first reported a position in NUSC in Q3 2021 and held it in 16 quarters. The position peaked at $788K in Q3 2023. 249 funds tracked by Wall St. Rank hold NUSC as of Q3 2025.

  • Sandbox Financial Partners reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Sandbox Financial Partners sold 6,681 Nuveen ESG Small-Cap ETF shares in Q3 2025, an estimated $272K.
  • Sandbox Financial Partners first reported a position in Nuveen ESG Small-Cap ETF in Q3 2021 and held it in 16 quarters.
  • Sandbox Financial Partners's Nuveen ESG Small-Cap ETF position peaked at $788K in Q3 2023.
  • 249 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2025.

Based on Sandbox Financial Partners's 13F filing for Q3 2025, filed 17 Oct 2025.