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Coldstream Capital Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Coldstream Capital Management’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 		$8.18M Sell
181,617
-11,084
-6% -$518K 0.1% 106
2025
Q4 		$8.6M Sell
192,701
-6,505
-3% -$290K 0.11% 101
2025
Q3 		$8.79M Buy
199,206
+91,871
+86% +$3.91M 0.12% 100
2025
Q2 		$4.37M Buy
+107,335
New +$4.14M 0.07% 154

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 $80B AUM 26.12% 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 $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 $445B AUM 25.58% 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

Coldstream Capital Management's NUSC Position: Q1 2026 in Review

Coldstream Capital Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 5.8% in Q1 2026, selling an estimated $518K and leaving 181,617 shares worth $8.18M. The position accounts for 0.1% of the portfolio, ranked #106.

Coldstream Capital Management first reported a position in NUSC in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.79M in Q3 2025. 266 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

  • Coldstream Capital Management held 181,617 shares of Nuveen ESG Small-Cap ETF worth $8.18M as of Q1 2026.
  • Coldstream Capital Management sold 11,084 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $518K.
  • Nuveen ESG Small-Cap ETF made up 0.1% of Coldstream Capital Management's portfolio in Q1 2026, its #106 holding.
  • Coldstream Capital Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • Coldstream Capital Management's Nuveen ESG Small-Cap ETF position peaked at $8.79M in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.