Sax Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Sax Wealth 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 Q4	–	Sell	-5,236	Closed	-$231K	–	504
2025 Q3	$231K	Sell	5,236 -344	-6%	-$14.6K	0.01%	402
2025 Q2	$227K	Sell	5,580 -2,643	-32%	-$102K	0.01%	393
2025 Q1	$315K	Sell	8,223 -1,083	-12%	-$44.9K	0.02%	289
2024 Q4	$390K	Sell	9,306 -3,871	-29%	-$169K	0.03%	228
2024 Q3	$565K	Buy	13,177 +275	+2%	+$11.3K	0.05%	141
2024 Q2	$508K	Buy	+12,902	New	+$512K	0.05%	142

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sax Wealth Advisors's NUSC Position: Q4 2025 in Review

Sax Wealth Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025, closing a stake of 5,236 shares — an estimated $231K sold.

Sax Wealth Advisors first reported a position in NUSC in Q2 2024 and held it in 6 quarters. The position peaked at $565K in Q3 2024. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

Sax Wealth Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Sax Wealth Advisors sold 5,236 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $231K.
Sax Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q2 2024 and held it in 6 quarters.
Sax Wealth Advisors's Nuveen ESG Small-Cap ETF position peaked at $565K in Q3 2024.
259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on Sax Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.