Savant Capital’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Savant Capital’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
2026 Q1	$547K	Hold	12,137	–	–	﹤0.01%	871
2025 Q4	$542K	Sell	12,137 -579	-5%	-$25.8K	﹤0.01%	809
2025 Q3	$561K	Sell	12,716 -1,460	-10%	-$62.1K	﹤0.01%	757
2025 Q2	$578K	Sell	14,176 -5,357	-27%	-$206K	﹤0.01%	699
2025 Q1	$749K	Hold	19,533	–	–	0.01%	563
2024 Q4	$818K	Sell	19,533 -978	-5%	-$42.7K	0.01%	721
2024 Q3	$879K	Hold	20,511	–	–	0.01%	688
2024 Q2	$807K	Sell	20,511 -1,338	-6%	-$53.1K	0.01%	654
2024 Q1	$909K	Sell	21,849 -1,325	-6%	-$51.9K	0.01%	571
2023 Q4	$906K	Sell	23,174 -6,540	-22%	-$230K	0.01%	437
2023 Q3	$1.03M	Sell	29,714 -1,672	-5%	-$61.7K	0.02%	380
2023 Q2	$1.16M	Buy	31,386 +1,488	+5%	+$52.6K	0.02%	350
2023 Q1	$1.06M	Buy	29,898 +20,428	+216%	+$743K	0.02%	313
2022 Q4	$324K	Sell	9,470 -3,287	-26%	-$115K	0.01%	444
2022 Q3	$409K	Buy	12,757 +662	+5%	+$23.3K	0.01%	363
2022 Q2	$397K	Buy	+12,095	New	+$435K	0.01%	379

Other funds holding NUSC

Bank of America

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

Mercer Global Advisors

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

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $26B AUM

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return