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

Beacon Pointe 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	$5.67M	Sell	108,786 -947	-0.9%	-$46.6K	0.03%	481
2026 Q1	$4.94M	Buy	109,733 +5,796	+6%	+$271K	0.03%	478
2025 Q4	$4.64M	Buy	103,937 +5,149	+5%	+$230K	0.03%	400
2025 Q3	$4.36M	Buy	98,788 +15,842	+19%	+$674K	0.04%	388
2025 Q2	$3.38M	Buy	82,946 +5,182	+7%	+$200K	0.04%	379
2025 Q1	$2.98M	Buy	77,764 +19,746	+34%	+$819K	0.03%	384
2024 Q4	$2.43M	Sell	58,018 -7,075	-11%	-$309K	0.03%	418
2024 Q3	$2.79M	Sell	65,093 -2,137	-3%	-$88.1K	0.03%	403
2024 Q2	$2.64M	Sell	67,230 -2,190	-3%	-$86.8K	0.03%	422
2024 Q1	$2.89M	Buy	69,420 +22,137	+47%	+$868K	0.03%	416
2023 Q4	$1.85M	Buy	47,283 +28,271	+149%	+$994K	0.02%	503
2023 Q3	$662K	Buy	+19,012	New	+$701K	0.01%	765

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

Beacon Pointe Advisors's NUSC Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.86% in Q2 2026, selling an estimated $46.6K and leaving 108,786 shares worth $5.67M. The position accounts for 0.03% of the portfolio, ranked #481.

Beacon Pointe Advisors first reported a position in NUSC in Q3 2023 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Beacon Pointe Advisors held 108,786 shares of Nuveen ESG Small-Cap ETF worth $5.67M as of Q2 2026.
Beacon Pointe Advisors sold 947 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $46.6K.
Nuveen ESG Small-Cap ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #481 holding.
Beacon Pointe Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.