Schneider Downs Wealth Management Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Schneider Downs Wealth Management 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
2026 Q1	$472K	Buy	10,482 +284	+3%	+$13.3K	0.05%	101
2025 Q4	$455K	Hold	10,198	–	–	0.05%	102
2025 Q3	$450K	Buy	10,198 +463	+5%	+$19.7K	0.05%	102
2025 Q2	$397K	Sell	9,735 -4,610	-32%	-$178K	0.06%	104
2025 Q1	$550K	Buy	14,345 +993	+7%	+$41.2K	0.1%	80
2024 Q4	$559K	Buy	13,352 +8,548	+178%	+$373K	0.11%	80
2024 Q3	$206K	Buy	+4,804	New	+$198K	0.04%	137
2024 Q2	–	Sell	-5,004	Closed	-$208K	–	134
2024 Q1	$208K	Buy	+5,004	New	+$196K	0.05%	129

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