Sound Income Strategies’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Sound Income Strategies’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	-59	Closed	-$2.61K	–	2550
2025 Q3	$2.61K	Sell	59 -36	-38%	-$1.53K	﹤0.01%	1309
2025 Q2	$3.87K	Buy	95 +36	+61%	+$1.39K	﹤0.01%	1147
2025 Q1	$2.26K	Hold	59	–	–	﹤0.01%	1209
2024 Q4	$2.47K	Hold	59	–	–	﹤0.01%	1126
2024 Q3	$2.53K	Hold	59	–	–	﹤0.01%	1088
2024 Q2	$2.32K	Hold	59	–	–	﹤0.01%	1084
2024 Q1	$2.45K	Hold	59	–	–	﹤0.01%	1021
2023 Q4	$2.31K	Buy	+59	New	+$2.08K	﹤0.01%	1035

Other funds holding NUSC

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $1.65B AUM 16.63% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Sound Income Strategies's NUSC Position: Q4 2025 in Review

Sound Income Strategies sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025, closing a stake of 59 shares — an estimated $2.61K sold.

Sound Income Strategies first reported a position in NUSC in Q4 2023 and held it in 8 quarters. The position peaked at $3.87K in Q2 2025. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

Sound Income Strategies reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Sound Income Strategies sold 59 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $2.61K.
Sound Income Strategies first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and held it in 8 quarters.
Sound Income Strategies's Nuveen ESG Small-Cap ETF position peaked at $3.87K in Q2 2025.
259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on Sound Income Strategies's 13F filing for Q4 2025, filed 21 Jan 2026.