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

US Financial Advisors’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 Q1	$889K	Buy	23,181 +967	+4%	+$40.1K	0.26%	44
2024 Q4	$930K	Buy	22,214 +75	+0.3%	+$3.27K	0.29%	42
2024 Q3	$948K	Sell	22,139 -271	-1%	-$11.2K	0.3%	41
2024 Q2	$882K	Sell	22,410 -1,050	-4%	-$41.6K	0.3%	41
2024 Q1	$976K	Buy	23,460 +1,087	+5%	+$42.6K	0.34%	41
2023 Q4	$875K	Buy	22,373 +1,393	+7%	+$49K	0.33%	41
2023 Q3	$731K	Buy	20,980 +1,061	+5%	+$39.1K	0.3%	42
2023 Q2	$737K	Sell	19,919 -352	-2%	-$12.4K	0.31%	37
2023 Q1	$718K	Buy	20,271 +1,363	+7%	+$49.6K	0.32%	40
2022 Q4	$646K	Buy	+18,908	New	+$660K	0.32%	38

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

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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

US Financial Advisors's NUSC Position: Q1 2025 in Review

US Financial Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 4.4% in Q1 2025, buying an estimated $40.1K and bringing the position to 23,181 shares worth $889K. The position accounts for 0.26% of the portfolio, ranked #44.

US Financial Advisors first reported a position in NUSC in Q4 2022 and has held it in 10 quarters since. The position peaked at $976K in Q1 2024. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

US Financial Advisors held 23,181 shares of Nuveen ESG Small-Cap ETF worth $889K as of Q1 2025.
US Financial Advisors bought 967 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $40.1K.
Nuveen ESG Small-Cap ETF made up 0.26% of US Financial Advisors's portfolio in Q1 2025, its #44 holding.
US Financial Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and has held it in 10 quarters since.
US Financial Advisors's Nuveen ESG Small-Cap ETF position peaked at $976K in Q1 2024.
253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.