Truist Financial’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Truist Financial’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	-4,719	Closed	-$208K	–	2830
2025 Q3	$208K	Buy	+4,719	New	+$201K	﹤0.01%	2536
2021 Q1	–	Sell	-17,799	Closed	-$682K	–	2705
2020 Q4	$682K	Sell	17,799 -780	-4%	-$27K	﹤0.01%	1700
2020 Q3	$551K	Buy	18,579 +11,139	+150%	+$325K	﹤0.01%	1679
2020 Q2	$204K	Buy	+7,440	New	+$187K	﹤0.01%	2178
2020 Q1	–	Sell	-6,992	Closed	-$218K	–	2524
2019 Q4	$218K	Buy	+6,992	New	+$210K	﹤0.01%	2316

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

Truist Financial's NUSC Position: Q4 2025 in Review

Truist Financial sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025, closing a stake of 4,719 shares — an estimated $208K sold.

Truist Financial first reported a position in NUSC in Q4 2019 and held it in 5 quarters. The position peaked at $682K in Q4 2020. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

Truist Financial reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
Truist Financial sold 4,719 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $208K.
Truist Financial first reported a position in Nuveen ESG Small-Cap ETF in Q4 2019 and held it in 5 quarters.
Truist Financial's Nuveen ESG Small-Cap ETF position peaked at $682K in Q4 2020.
259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on Truist Financial's 13F filing for Q4 2025, filed 2 Feb 2026.