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SK Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

SK Wealth Management’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 		$671K Sell
14,704
-921
-6% -$43K 0.19% 44
2025
Q4 		$742K Sell
15,625
-20,808
-57% -$928K 0.21% 45
2025
Q3 		$1.61M Sell
36,433
-3,864
-10% -$164K 0.6% 30
2025
Q2 		$1.69M Sell
40,297
-6,413
-14% -$247K 0.73% 26
2025
Q1 		$1.63M Sell
46,710
-3,558
-7% -$148K 0.88% 22
2024
Q4 		$2.11M Hold
50,268
– – 1.07% 17
2024
Q3 		$2.12M Buy
+50,268
New +$2.07M 1.08% 16

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
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
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
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return