Tortoise Investment Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-102	Closed	-$4.5K	–	1037
2025 Q3	$4.5K	Hold	102	–	–	﹤0.01%	718
2025 Q2	$4.16K	Hold	102	–	–	﹤0.01%	676
2025 Q1	$3.91K	Hold	102	–	–	﹤0.01%	658
2024 Q4	$4.27K	Hold	102	–	–	﹤0.01%	704
2024 Q3	$4.37K	Hold	102	–	–	﹤0.01%	698
2024 Q2	$4.01K	Hold	102	–	–	﹤0.01%	706
2024 Q1	$4.24K	Hold	102	–	–	﹤0.01%	691
2023 Q4	$3.99K	Hold	102	–	–	﹤0.01%	646
2023 Q3	$3.55K	Hold	102	–	–	﹤0.01%	646
2023 Q2	$3.77K	Hold	102	–	–	﹤0.01%	636
2023 Q1	$3.61K	Hold	102	–	–	﹤0.01%	637
2022 Q4	$3.49K	Hold	102	–	–	﹤0.01%	641
2022 Q3	$3K	Hold	102	–	–	﹤0.01%	658
2022 Q2	$3K	Hold	102	–	–	﹤0.01%	655
2022 Q1	$4K	Hold	102	–	–	﹤0.01%	601
2021 Q4	$4K	Hold	102	–	–	﹤0.01%	567
2021 Q3	$4K	Hold	102	–	–	﹤0.01%	546
2021 Q2	$5K	Hold	102	–	–	﹤0.01%	516
2021 Q1	$4K	Hold	102	–	–	﹤0.01%	521
2020 Q4	$4K	Hold	102	–	–	﹤0.01%	485
2020 Q3	$3K	Buy	+102	New	+$2.98K	﹤0.01%	473

Other funds holding NUSC

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $1.69B AUM 19.12% 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

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

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tortoise Investment Management's NUSC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025, closing a stake of 102 shares — an estimated $4.5K sold.

Tortoise Investment Management first reported a position in NUSC in Q3 2020 and held it in 21 quarters. The position peaked at $5K in Q2 2021. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

Tortoise Investment Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 102 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $4.5K.
Tortoise Investment Management first reported a position in Nuveen ESG Small-Cap ETF in Q3 2020 and held it in 21 quarters.
Tortoise Investment Management's Nuveen ESG Small-Cap ETF position peaked at $5K in Q2 2021.
259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.