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Collaborative Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Collaborative Wealth 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 		– Sell
-4,871
Closed -$217K – 214
2025
Q4 		$217K Hold
4,871
– – 0.08% 218
2025
Q3 		$215K Buy
+4,871
New +$207K 0.09% 177
2025
Q1 		– Sell
-6,248
Closed -$262K – 177
2024
Q4 		$262K Sell
6,248
-1
-0% -$44 0.12% 144
2024
Q3 		$268K Sell
6,249
-66
-1% -$2.72K 0.12% 137
2024
Q2 		$248K Buy
6,315
+128
+2% +$5.08K 0.12% 142
2024
Q1 		$257K Sell
6,187
-252
-4% -$9.88K 0.13% 134
2023
Q4 		$252K Sell
6,439
-403
-6% -$14.2K 0.14% 137
2023
Q3 		$238K Buy
6,842
+2
+0% +$74 0.14% 144
2023
Q2 		$253K Buy
6,840
+46
+0.7% +$1.63K 0.15% 136
2023
Q1 		$241K Sell
6,794
-43
-0.6% -$1.56K 0.15% 149
2022
Q4 		$234K Sell
6,837
-159
-2% -$5.55K 0.15% 153
2022
Q3 		$224K Buy
6,996
+96
+1% +$3.38K 0.16% 152
2022
Q2 		$226K Buy
+6,900
New +$248K 0.15% 165
2021
Q4 		$325K Buy
+7,726
New +$344K 0.18% 157
2021
Q1 		$288K Buy
+7,229
New +$305K 0.17% 158

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Collaborative Wealth Management's NUSC Position: Q1 2026 in Review

Collaborative Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2026, closing a stake of 4,871 shares — an estimated $217K sold.

Collaborative Wealth Management first reported a position in NUSC in Q1 2021 and held it in 15 quarters. The position peaked at $325K in Q4 2021. 266 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

  • Collaborative Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 4,871 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $217K.
  • Collaborative Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and held it in 15 quarters.
  • Collaborative Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $325K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.