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NUSC icon

Allworth Financial’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Allworth Financial’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 		$7.21M Buy
138,301
+2,093
+2% +$103K 0.03% 293
2026
Q1 		$6.14M Sell
136,208
-359
-0.3% -$16.8K 0.02% 328
2025
Q4 		$6.1M Sell
136,567
-1,114
-0.8% -$49.7K 0.03% 321
2025
Q3 		$6.07M Buy
137,681
+10,283
+8% +$437K 0.03% 281
2025
Q2 		$5.19M Buy
127,398
+3,256
+3% +$125K 0.02% 299
2025
Q1 		$4.61M Sell
124,142
-8,089
-6% -$336K 0.03% 267
2024
Q4 		$5.76M Buy
132,231
+683
+0.5% +$29.8K 0.03% 244
2024
Q3 		$5.64M Buy
131,548
+2,094
+2% +$86.3K 0.03% 196
2024
Q2 		$5.35M Buy
129,454
+4,993
+4% +$198K 0.03% 203
2024
Q1 		$5.18M Buy
124,461
+8,325
+7% +$326K 0.04% 192
2023
Q4 		$4.54M Buy
116,136
+6,087
+6% +$214K 0.03% 198
2023
Q3 		$3.83M Buy
110,049
+24,324
+28% +$897K 0.03% 194
2023
Q2 		$3.17M Buy
85,725
+14,502
+20% +$512K 0.03% 227
2023
Q1 		$2.52M Buy
71,223
+16,228
+30% +$590K 0.03% 231
2022
Q4 		$1.88M Buy
54,995
+6,418
+13% +$224K 0.02% 250
2022
Q3 		$1.56M Buy
48,577
+8,836
+22% +$311K 0.02% 254
2022
Q2 		$1.3M Buy
39,741
+5,177
+15% +$186K 0.02% 271
2022
Q1 		$1.38M Buy
34,564
+16,246
+89% +$642K 0.02% 263
2021
Q4 		$770K Buy
18,318
+16,775
+1,087% +$748K 0.01% 317
2021
Q3 		$67K Buy
+1,543
New +$68.1K ﹤0.01% 714

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allworth Financial's NUSC Position: Q2 2026 in Review

Allworth Financial increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.5% in Q2 2026, buying an estimated $103K and bringing the position to 138,301 shares worth $7.21M. The position accounts for 0.03% of the portfolio, ranked #293.

Allworth Financial first reported a position in NUSC in Q3 2021 and has held it in 20 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Allworth Financial held 138,301 shares of Nuveen ESG Small-Cap ETF worth $7.21M as of Q2 2026.
  • Allworth Financial bought 2,093 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $103K.
  • Nuveen ESG Small-Cap ETF made up 0.03% of Allworth Financial's portfolio in Q2 2026, its #293 holding.
  • Allworth Financial first reported a position in Nuveen ESG Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
  • 269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.