AE Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

AE Wealth 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 Q2	$3.49K	Hold	67	–	–	﹤0.01%	2512
2026 Q1	$3.02K	Buy	+67	New	+$3.13K	﹤0.01%	2440
2025 Q3	–	Sell	-71	Closed	-$2.89K	–	2344
2025 Q2	$2.89K	Sell	71 -49	-41%	-$1.89K	﹤0.01%	2020
2025 Q1	$4.6K	Buy	120 +49	+69%	+$2.03K	﹤0.01%	1951
2024 Q4	$2.97K	Buy	+71	New	+$3.1K	﹤0.01%	1968
2022 Q2	–	Sell	-100,162	Closed	-$3.99M	–	1795
2022 Q1	$3.99M	Sell	100,162 -24,668	-20%	-$974K	0.03%	509
2021 Q4	$5.24M	Buy	124,830 +27,070	+28%	+$1.21M	0.04%	404
2021 Q3	$4.25M	Buy	97,760 +10,356	+12%	+$457K	0.04%	420
2021 Q2	$3.95M	Buy	87,404 +14,621	+20%	+$650K	0.03%	434
2021 Q1	$3.13M	Buy	+72,783	New	+$3.07M	0.03%	443

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AE Wealth Management's NUSC Position: Q2 2026 in Review

AE Wealth Management held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 67 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2512.

AE Wealth Management first reported a position in NUSC in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.24M in Q4 2021. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

AE Wealth Management held 67 shares of Nuveen ESG Small-Cap ETF worth $3.49K as of Q2 2026.
AE Wealth Management left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2512 holding.
AE Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and has held it in 10 quarters since.
AE Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $5.24M in Q4 2021.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.