WCM
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Winthrop Capital Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Winthrop Capital 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 		$20K Hold
452
– – 0.01% 215
2025
Q4 		$20K Hold
452
– – ﹤0.01% 217
2025
Q3 		$20K Buy
452
+70
+18% +$2.98K ﹤0.01% 199
2025
Q2 		$16K Hold
382
– – ﹤0.01% 216
2025
Q1 		$15K Hold
382
– – ﹤0.01% 198
2024
Q4 		$16K Hold
382
– – ﹤0.01% 208
2024
Q3 		$16K Hold
382
– – 0.01% 110
2024
Q2 		$15K Hold
382
– – 0.01% 103
2024
Q1 		$16K Hold
382
– – 0.01% 107
2023
Q4 		$14.9K Buy
+382
New +$13.4K ﹤0.01% 202

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AWP
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TCIIS
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Royal Bank of Canada
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Morgan Stanley
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MWM
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LPL Financial
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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