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

Scott Capital 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 Q2	–	Sell	-10,587	Closed	-$406K	–	52
2025 Q1	$406K	Sell	10,587 -11,677	-52%	-$485K	0.12%	37
2024 Q4	$926K	Buy	22,264 +225	+1%	+$9.82K	0.27%	25
2024 Q3	$944K	Hold	22,039	–	–	0.27%	26
2024 Q2	$857K	Hold	22,039	–	–	0.25%	28
2024 Q1	$901K	Hold	22,039	–	–	0.27%	26
2023 Q4	$862K	Buy	22,039 +177	+0.8%	+$6.22K	0.29%	25
2023 Q3	$744K	Hold	21,862	–	–	0.3%	25
2023 Q2	$809K	Sell	21,862 -1,654	-7%	-$58.4K	0.35%	24
2023 Q1	$833K	Sell	23,516 -767	-3%	-$27.9K	0.4%	24
2022 Q4	$830K	Buy	24,283 +24	+0.1%	+$837	0.47%	21
2022 Q3	$778K	Sell	24,259 -12	-0%	-$422	0.53%	20
2022 Q2	$796K	Hold	24,271	–	–	0.54%	20
2022 Q1	$967K	Buy	24,271 +174	+0.7%	+$6.87K	0.57%	19
2021 Q4	$1.01M	Buy	+24,097	New	+$1.07M	0.62%	14

Other funds holding NUSC

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Scott Capital Advisors's NUSC Position: Q2 2025 in Review

Scott Capital Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2025, closing a stake of 10,587 shares — an estimated $406K sold.

Scott Capital Advisors first reported a position in NUSC in Q4 2021 and held it in 14 quarters. The position peaked at $1.01M in Q4 2021. 242 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

Scott Capital Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Scott Capital Advisors sold 10,587 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $406K.
Scott Capital Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2021 and held it in 14 quarters.
Scott Capital Advisors's Nuveen ESG Small-Cap ETF position peaked at $1.01M in Q4 2021.
242 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Scott Capital Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.