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

Clearstead 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 		$256K Buy
4,918
+4,062
+475% +$200K ﹤0.01% 984
2026
Q1 		$38.6K Hold
856
– – ﹤0.01% 1325
2025
Q4 		$38.2K Hold
856
– – ﹤0.01% 1504
2025
Q3 		$37.8K Buy
856
+392
+84% +$16.7K ﹤0.01% 1373
2025
Q2 		$18.9K Hold
464
– – ﹤0.01% 1647
2025
Q1 		$17.8K Hold
464
– – ﹤0.01% 1458
2024
Q4 		$19.4K Hold
464
– – ﹤0.01% 1400
2024
Q3 		$19.9K Hold
464
– – ﹤0.01% 1418
2024
Q2 		$18.3K Buy
+464
New +$18.4K ﹤0.01% 1405

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

Clearstead Advisors's NUSC Position: Q2 2026 in Review

Clearstead Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 475% in Q2 2026, buying an estimated $200K and bringing the position to 4,918 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Clearstead Advisors first reported a position in NUSC in Q2 2024 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Clearstead Advisors held 4,918 shares of Nuveen ESG Small-Cap ETF worth $256K as of Q2 2026.
  • Clearstead Advisors bought 4,062 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $200K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #984 holding.
  • Clearstead Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.