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 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 $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $26B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

BlueStem Wealth Partners's NUSC Position: Q1 2026 in Review

BlueStem Wealth Partners reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 28% in Q1 2026, selling an estimated $89K and leaving 4,886 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #115.

BlueStem Wealth Partners first reported a position in NUSC in Q4 2024 and has held it in 5 quarters since. The position peaked at $303K in Q4 2025. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

BlueStem Wealth Partners held 4,886 shares of Nuveen ESG Small-Cap ETF worth $220K as of Q1 2026.
BlueStem Wealth Partners sold 1,906 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $89K.
Nuveen ESG Small-Cap ETF made up 0.02% of BlueStem Wealth Partners's portfolio in Q1 2026, its #115 holding.
BlueStem Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 5 quarters since.
BlueStem Wealth Partners's Nuveen ESG Small-Cap ETF position peaked at $303K in Q4 2025.
265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.