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

Cedar Cove 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 		$3.09M Buy
59,252
+917
+2% +$45.1K 1.45% 19
2026
Q1 		$2.63M Buy
58,335
+808
+1% +$37.7K 1.38% 18
2025
Q4 		$2.57M Buy
+57,527
New +$2.56M 1.34% 19

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

Cedar Cove Wealth Partners's NUSC Position: Q2 2026 in Review

Cedar Cove Wealth Partners increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.6% in Q2 2026, buying an estimated $45.1K and bringing the position to 59,252 shares worth $3.09M. The position accounts for 1.45% of the portfolio, ranked #19.

Cedar Cove Wealth Partners first reported a position in NUSC in Q4 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Cedar Cove Wealth Partners held 59,252 shares of Nuveen ESG Small-Cap ETF worth $3.09M as of Q2 2026.
  • Cedar Cove Wealth Partners bought 917 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $45.1K.
  • Nuveen ESG Small-Cap ETF made up 1.45% of Cedar Cove Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Cedar Cove Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Cedar Cove Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.