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Bartlett & Co Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Bartlett & Co 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 		$625K Buy
12,000
+10,375
+638% +$510K 0.01% 326
2026
Q1 		$78.9K Buy
1,625
+1,170
+257% +$54.6K ﹤0.01% 610
2025
Q4 		$20.3K Buy
+455
New +$20.3K ﹤0.01% 821

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

Bartlett & Co Wealth Management's NUSC Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 638% in Q2 2026, buying an estimated $510K and bringing the position to 12,000 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #326.

Bartlett & Co Wealth Management first reported a position in NUSC in Q4 2025 and has held it in 3 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Bartlett & Co Wealth Management held 12,000 shares of Nuveen ESG Small-Cap ETF worth $625K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 10,375 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $510K.
  • Nuveen ESG Small-Cap ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #326 holding.
  • Bartlett & Co Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.