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BOK Financial Private Wealth’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

BOK Financial Private Wealth’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 		$16.8K Hold
322
– – ﹤0.01% 362
2026
Q1 		$14.5K Hold
322
– – ﹤0.01% 330
2025
Q4 		$14.4K Hold
322
– – ﹤0.01% 367
2025
Q3 		$14.2K Hold
322
– – ﹤0.01% 313
2025
Q2 		$13.1K Hold
322
– – ﹤0.01% 342
2025
Q1 		$12.3K Sell
322
-5,990
-95% -$249K ﹤0.01% 373
2024
Q4 		$264K Hold
6,312
– – 0.02% 158
2024
Q3 		$270K Sell
6,312
-5,557
-47% -$229K 0.02% 156
2024
Q2 		$467K Buy
11,869
+81
+0.7% +$3.21K 0.03% 134
2024
Q1 		$490K Hold
11,788
– – 0.04% 132
2023
Q4 		$461K Hold
11,788
– – 0.04% 128
2023
Q3 		$410K Hold
11,788
– – 0.04% 131
2023
Q2 		$436K Sell
11,788
-8,215
-41% -$290K 0.04% 132
2023
Q1 		$708K Hold
20,003
– – 0.06% 115
2022
Q4 		$684K Sell
20,003
-1,076
-5% -$37.5K 0.06% 114
2022
Q3 		$676K Buy
21,079
+2,238
+12% +$78.8K 0.06% 115
2022
Q2 		$618K Buy
18,841
+3,352
+22% +$121K 0.06% 119
2022
Q1 		$617K Buy
+15,489
New +$612K 0.04% 160
2021
Q4 		– Sell
-13,441
Closed -$584K – 309
2021
Q3 		$584K Buy
13,441
+7,769
+137% +$343K 0.05% 140
2021
Q2 		$256K Buy
+5,672
New +$252K 0.02% 195

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

BOK Financial Private Wealth's NUSC Position: Q2 2026 in Review

BOK Financial Private Wealth held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 322 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

BOK Financial Private Wealth first reported a position in NUSC in Q2 2021 and has held it in 20 quarters since. The position peaked at $708K in Q1 2023. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • BOK Financial Private Wealth held 322 shares of Nuveen ESG Small-Cap ETF worth $16.8K as of Q2 2026.
  • BOK Financial Private Wealth left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #362 holding.
  • BOK Financial Private Wealth first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • BOK Financial Private Wealth's Nuveen ESG Small-Cap ETF position peaked at $708K in Q1 2023.
  • 269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.