Chicago Partners Investment Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Chicago Partners Investment Group’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	$485K	Buy	9,512 +831	+10%	+$40.9K	0.01%	1018
2026 Q1	$425K	Sell	8,681 -863	-9%	-$40.3K	0.01%	972
2025 Q4	$454K	Buy	9,544 +371	+4%	+$16.5K	0.01%	828
2025 Q3	$415K	Hold	9,173	–	–	0.01%	800
2025 Q2	$389K	Sell	9,173 -242	-3%	-$9.33K	0.01%	712
2025 Q1	$360K	Sell	9,415 -801	-8%	-$33.2K	0.01%	628
2024 Q4	$431K	Buy	10,216 +85	+0.8%	+$3.71K	0.01%	547
2024 Q3	$428K	Hold	10,131	–	–	0.02%	527
2024 Q2	$430K	Buy	10,131 +306	+3%	+$12.1K	0.02%	508
2024 Q1	$386K	Buy	9,825 +49	+0.5%	+$1.92K	0.02%	511
2023 Q4	$373K	Buy	9,776 +79	+0.8%	+$2.78K	0.02%	490
2023 Q3	$314K	Hold	9,697	–	–	0.02%	499
2023 Q2	$370K	Buy	+9,697	New	+$343K	0.02%	486
2018 Q4	–	Sell	-2,566	Closed	-$71K	–	711
2018 Q3	$71K	Buy	2,566 +1,239	+93%	+$39.2K	0.01%	471
2018 Q2	$41K	Buy	+1,327	New	+$39.5K	0.01%	523

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

Chicago Partners Investment Group's NUSC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 9.6% in Q2 2026, buying an estimated $40.9K and bringing the position to 9,512 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #1018.

Chicago Partners Investment Group first reported a position in NUSC in Q2 2018 and has held it in 15 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Chicago Partners Investment Group held 9,512 shares of Nuveen ESG Small-Cap ETF worth $485K as of Q2 2026.
Chicago Partners Investment Group bought 831 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $40.9K.
Nuveen ESG Small-Cap ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1018 holding.
Chicago Partners Investment Group first reported a position in Nuveen ESG Small-Cap ETF in Q2 2018 and has held it in 15 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.