Purchases and Sales Made in Q4 2025 in Nuveen Esg Small Cap ETF (NUSC)
This table provides information about the institutional ownership of Nuveen Esg Small Cap ETF (NUSC) during Q4 2025. The information is specifically focused on institutions that hold shares of NUVEEN ESG SMALL-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
445KNew |
$19.1M - $20.3M
|
445K
$19.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Xena Financial Planning, LLC
Portland, OR |
BUY
|
- |
31.4KNew |
$1.35M - $1.43M
|
31.4K
$1.36M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
9.87K+ 3.86% |
$424K - $449K
|
265K
$11.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Impac Tfolio, LLC
|
BUY
|
- |
2.13K+ 4.95% |
$91.5K - $96.9K
|
45.1K
$1.95M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
1.44K+ 26.4% |
$61.9K - $65.6K
|
6.89K
$299K
|
|
|
Jan 12, 2026
Q4 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.44K+ 4.46% |
$61.8K - $65.5K
|
33.7K
$1.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
913+ 13.08% |
$39.2K - $41.6K
|
7.89K
$342K
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
630+ 14.23% |
$27.1K - $28.7K
|
5.06K
$219K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
350+ 1.5% |
$15K - $15.9K
|
23.6K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
104+ 1.03% |
$4.47K - $4.74K
|
10.2K
$443K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
95+ 1.09% |
$4.08K - $4.33K
|
8.8K
$381K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
59+ 1.03% |
$2.54K - $2.69K
|
5.8K
$251K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.69% |
$301 - $319
|
1.03K
$44.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-65- 0.76% |
$2.79K - $2.96K
|
8.45K
$366K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-68- 1.29% |
$2.92K - $3.1K
|
5.21K
$226K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-71- 0.17% |
$3.05K - $3.23K
|
42K
$1.82M
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-116- 0.63% |
$4.99K - $5.28K
|
18.4K
$797K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-140- 1.79% |
$6.02K - $6.38K
|
7.66K
$332K
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-143- 0.98% |
$6.15K - $6.51K
|
14.4K
$625K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-427- 42.49% |
$18.4K - $19.4K
|
578
$25K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.75K- 5.63% |
$75.3K - $79.8K
|
29.4K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-2.38K- 1.72% |
$102K - $109K
|
136K
$5.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 4.6% |
$117K - $124K
|
56.3K
$2.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.09K- 5.24% |
$219K - $232K
|
92K
$3.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-11.5K- 19.99% |
$496K - $525K
|
46.1K
$2M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36.7K- 70.23% |
$1.58M - $1.67M
|
15.6K
$674K
|
|