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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 $1.37T 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $528B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return