VisionPoint Advisory Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-1,315	Closed	-$55.1K	–	276
2024 Q4	$55.1K	Buy	+1,315	New	+$57.4K	0.02%	291
2024 Q3	–	Sell	-1,456	Closed	-$57.3K	–	598
2024 Q2	$57.3K	Buy	1,456 +3	+0.2%	+$119	0.02%	256
2024 Q1	$60.4K	Buy	1,453 +1	+0.1%	+$39	0.02%	245
2023 Q4	$56.8K	Buy	+1,452	New	+$51.1K	0.02%	229
2023 Q3	–	Sell	-1,457	Closed	-$53.9K	–	788
2023 Q2	$53.9K	Buy	+1,457	New	+$51.5K	0.02%	207

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 $1.1B AUM 14.74% 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

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

VisionPoint Advisory Group's NUSC Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2025, closing a stake of 1,315 shares — an estimated $55.1K sold.

VisionPoint Advisory Group first reported a position in NUSC in Q2 2023 and held it in 5 quarters. The position peaked at $60.4K in Q1 2024. 253 funds tracked by Wall St. Rank hold NUSC as of Q1 2025.

VisionPoint Advisory Group reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 1,315 Nuveen ESG Small-Cap ETF shares in Q1 2025, an estimated $55.1K.
VisionPoint Advisory Group first reported a position in Nuveen ESG Small-Cap ETF in Q2 2023 and held it in 5 quarters.
VisionPoint Advisory Group's Nuveen ESG Small-Cap ETF position peaked at $60.4K in Q1 2024.
253 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.