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Brio Consultants’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Brio Consultants’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 		$1.32M Buy
26,863
+7,616
+40% +$356K 0.16% 66
2025
Q4 		$859K Sell
19,247
-2,476
-11% -$110K 0.11% 80
2025
Q3 		$958K Sell
21,723
-1,910
-8% -$81.2K 0.13% 72
2025
Q2 		$963K Sell
23,633
-19,553
-45% -$754K 0.14% 69
2025
Q1 		$1.66M Sell
43,186
-1,068
-2% -$44.3K 0.26% 52
2024
Q4 		$1.85M Buy
44,254
+4,531
+11% +$198K 0.29% 53
2024
Q3 		$1.7M Buy
39,723
+2,304
+6% +$95K 0.27% 53
2024
Q2 		$1.47M Buy
37,419
+3,804
+11% +$151K 0.24% 53
2024
Q1 		$1.4M Sell
33,615
-343
-1% -$13.4K 0.24% 53
2023
Q4 		$1.33M Buy
33,958
+3,600
+12% +$127K 0.24% 52
2023
Q3 		$1.06M Sell
30,358
-383
-1% -$14.1K 0.2% 54
2023
Q2 		$1.14M Buy
30,741
+1,601
+5% +$56.6K 0.21% 54
2023
Q1 		$1.03M Buy
29,140
+2,389
+9% +$86.9K 0.19% 56
2022
Q4 		$914K Buy
26,751
+2,456
+10% +$85.7K 0.18% 53
2022
Q3 		$822K Buy
24,295
+1,700
+8% +$59.9K 0.17% 56
2022
Q2 		$748K Buy
22,595
+2,711
+14% +$97.5K 0.17% 46
2022
Q1 		$792K Buy
19,884
+9,033
+83% +$357K 0.17% 42
2021
Q4 		$456K Buy
10,851
+899
+9% +$40.1K 0.11% 51
2021
Q3 		$433K Buy
9,952
+98
+1% +$4.33K 0.11% 57
2021
Q2 		$445K Buy
9,854
+433
+5% +$19.3K 0.11% 52
2021
Q1 		$405K Buy
9,421
+1,734
+23% +$73.2K 0.12% 51
2020
Q4 		$295K Sell
7,687
-718
-9% -$24.8K 0.1% 57
2020
Q3 		$249K Buy
8,405
+991
+13% +$28.9K 0.08% 64
2020
Q2 		$204K Buy
+7,414
New +$186K 0.07% 67
2020
Q1 		– Sell
-7,340
Closed -$229K – 74
2019
Q4 		$229K Sell
7,340
-1,476
-17% -$44.4K 0.08% 70
2019
Q3 		$258K Sell
8,816
-158
-2% -$4.62K 0.1% 61
2019
Q2 		$265K Sell
8,974
-464
-5% -$13.5K 0.11% 59
2019
Q1 		$271K Buy
+9,438
New +$263K 0.12% 57

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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

Brio Consultants's NUSC Position: Q1 2026 in Review

Brio Consultants increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 40% in Q1 2026, buying an estimated $356K and bringing the position to 26,863 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #66.

Brio Consultants first reported a position in NUSC in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.85M in Q4 2024. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

  • Brio Consultants held 26,863 shares of Nuveen ESG Small-Cap ETF worth $1.32M as of Q1 2026.
  • Brio Consultants bought 7,616 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $356K.
  • Nuveen ESG Small-Cap ETF made up 0.16% of Brio Consultants's portfolio in Q1 2026, its #66 holding.
  • Brio Consultants first reported a position in Nuveen ESG Small-Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • Brio Consultants's Nuveen ESG Small-Cap ETF position peaked at $1.85M in Q4 2024.
  • 265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.