BlueStem Wealth Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

BlueStem Wealth Partners’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	$336K	Buy	6,447 +1,561	+32%	+$76.8K	0.03%	98
2026 Q1	$220K	Sell	4,886 -1,906	-28%	-$89K	0.02%	115
2025 Q4	$303K	Buy	6,792 +2,056	+43%	+$91.7K	0.03%	98
2025 Q3	$209K	Sell	4,736 -904	-16%	-$38.4K	0.02%	121
2025 Q2	$230K	Buy	+5,640	New	+$217K	0.03%	110
2025 Q1	–	Sell	-5,960	Closed	-$250K	–	107
2024 Q4	$250K	Buy	+5,960	New	+$260K	0.03%	88

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

BlueStem Wealth Partners's NUSC Position: Q2 2026 in Review

BlueStem Wealth Partners increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 32% in Q2 2026, buying an estimated $76.8K and bringing the position to 6,447 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #98.

BlueStem Wealth Partners first reported a position in NUSC in Q4 2024 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

BlueStem Wealth Partners held 6,447 shares of Nuveen ESG Small-Cap ETF worth $336K as of Q2 2026.
BlueStem Wealth Partners bought 1,561 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $76.8K.
Nuveen ESG Small-Cap ETF made up 0.03% of BlueStem Wealth Partners's portfolio in Q2 2026, its #98 holding.
BlueStem Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on BlueStem Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.