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

Westside 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
2026
Q1 		$11.3K Hold
250
– – ﹤0.01% 1075
2025
Q4 		$11.2K Hold
250
– – ﹤0.01% 1042
2025
Q3 		$11K Hold
250
– – ﹤0.01% 1063
2025
Q2 		$10.2K Hold
250
– – ﹤0.01% 930
2025
Q1 		$9.59K Hold
250
– – ﹤0.01% 689
2024
Q4 		$10.5K Hold
250
– – ﹤0.01% 675
2024
Q3 		$10.7K Hold
250
– – ﹤0.01% 670
2024
Q2 		$9.84K Hold
250
– – ﹤0.01% 657
2024
Q1 		$10.4K Hold
250
– – ﹤0.01% 619
2023
Q4 		$9.78K Hold
250
– – ﹤0.01% 592
2023
Q3 		$8.71K Hold
250
– – ﹤0.01% 610
2023
Q2 		$9.25K Hold
250
– – ﹤0.01% 604
2023
Q1 		$8.85K Buy
+250
New +$9.1K ﹤0.01% 611

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return