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Ballast Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Ballast Advisors’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 		– Sell
-25
Closed -$1.13K – 326
2026
Q1 		$1.13K Buy
+25
New +$1.17K ﹤0.01% 378

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

Ballast Advisors's NUSC Position: Q2 2026 in Review

Ballast Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026, closing a stake of 25 shares — an estimated $1.13K sold.

Ballast Advisors first reported a position in NUSC in Q1 2026 and held it in 1 quarter. The position peaked at $1.13K in Q1 2026. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Ballast Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 25 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $1.13K.
  • Ballast Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's Nuveen ESG Small-Cap ETF position peaked at $1.13K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.