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Belpointe Asset Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Belpointe Asset 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 		– Sell
-5,522
Closed -$249K – 1196
2026
Q1 		$249K Buy
+5,522
New +$258K 0.01% 927
2023
Q1 		– Sell
-428
Closed -$14.6K – 3813
2022
Q4 		$14.6K Buy
+428
New +$14.9K ﹤0.01% 2414

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

Belpointe Asset Management's NUSC Position: Q2 2026 in Review

Belpointe Asset Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026, closing a stake of 5,522 shares — an estimated $249K sold.

Belpointe Asset Management first reported a position in NUSC in Q4 2022 and held it in 2 quarters. The position peaked at $249K in Q1 2026. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Belpointe Asset Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 5,522 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $249K.
  • Belpointe Asset Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Nuveen ESG Small-Cap ETF position peaked at $249K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.