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

Sound Stewardship’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	-11,377	Closed	-$436K	–	63
2025 Q1	$436K	Hold	11,377	–	–	0.25%	40
2024 Q4	$476K	Sell	11,377 -40	-0.4%	-$1.75K	0.28%	39
2024 Q3	$489K	Hold	11,417	–	–	0.27%	41
2024 Q2	$449K	Hold	11,417	–	–	0.27%	41
2024 Q1	$475K	Hold	11,417	–	–	0.29%	42
2023 Q4	$446K	Buy	11,417 +80	+0.7%	+$2.81K	0.3%	46
2023 Q3	$395K	Sell	11,337 -147	-1%	-$5.42K	0.27%	48
2023 Q2	$425K	Hold	11,484	–	–	0.28%	47
2023 Q1	$407K	Sell	11,484 -59	-0.5%	-$2.15K	0.27%	46
2022 Q4	$395K	Buy	+11,543	New	+$403K	0.29%	47

Other funds holding NUSC

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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 $4.86B AUM 22.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound Stewardship's NUSC Position: Q2 2025 in Review

Sound Stewardship sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2025, closing a stake of 11,377 shares — an estimated $436K sold.

Sound Stewardship first reported a position in NUSC in Q4 2022 and held it in 10 quarters. The position peaked at $489K in Q3 2024. 241 funds tracked by Wall St. Rank hold NUSC as of Q2 2025.

Sound Stewardship reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Sound Stewardship sold 11,377 Nuveen ESG Small-Cap ETF shares in Q2 2025, an estimated $436K.
Sound Stewardship first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 10 quarters.
Sound Stewardship's Nuveen ESG Small-Cap ETF position peaked at $489K in Q3 2024.
241 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2025.

Based on Sound Stewardship's 13F filing for Q2 2025, filed 14 Jul 2025.