CAPTRUST Financial Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

CAPTRUST Financial Advisors’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	$5.95M	Buy	114,112 +9,118	+9%	+$449K	0.01%	740
2026 Q1	$4.73M	Buy	104,994 +8,126	+8%	+$379K	0.01%	790
2025 Q4	$4.33M	Buy	96,868 +76,964	+387%	+$3.43M	0.01%	720
2025 Q3	$878K	Hold	19,904	–	–	﹤0.01%	1506
2025 Q2	$811K	Sell	19,904 -10,409	-34%	-$401K	﹤0.01%	1458
2025 Q1	$1.16M	Buy	+30,313	New	+$1.26M	﹤0.01%	1190
2022 Q3	–	Sell	-561	Closed	-$18K	–	3349
2022 Q2	$18K	Hold	561	–	–	﹤0.01%	3430
2022 Q1	$22K	Hold	561	–	–	﹤0.01%	3328
2021 Q4	$24K	Hold	561	–	–	﹤0.01%	3174
2021 Q3	$24K	Hold	561	–	–	﹤0.01%	3045
2021 Q2	$25K	Sell	561 -8,051	-93%	-$358K	﹤0.01%	2960
2021 Q1	$371K	Buy	+8,612	New	+$363K	﹤0.01%	1117

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

CAPTRUST Financial Advisors's NUSC Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 8.7% in Q2 2026, buying an estimated $449K and bringing the position to 114,112 shares worth $5.95M. The position accounts for 0.01% of the portfolio, ranked #740.

CAPTRUST Financial Advisors first reported a position in NUSC in Q1 2021 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

CAPTRUST Financial Advisors held 114,112 shares of Nuveen ESG Small-Cap ETF worth $5.95M as of Q2 2026.
CAPTRUST Financial Advisors bought 9,118 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $449K.
Nuveen ESG Small-Cap ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #740 holding.
CAPTRUST Financial Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and has held it in 12 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.