Corient Private Wealth
NUSC icon

Corient Private Wealth’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Corient Private Wealth’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 		$3.7M Sell
70,925
-191,520
-73% -$9.42M 0.01% 1024
2026
Q1 		$11.8M Buy
262,445
+5,946
+2% +$278K 0.02% 568
2025
Q4 		$11.5M Sell
256,499
-1,675
-0.6% -$74.7K 0.02% 532
2025
Q3 		$11.4M Buy
258,174
+28,941
+13% +$1.23M 0.02% 500
2025
Q2 		$9.34M Buy
229,233
+6,703
+3% +$258K 0.01% 541
2025
Q1 		$8.53M Buy
222,530
+15,207
+7% +$631K 0.01% 550
2024
Q4 		$8.68M Sell
207,323
-122,686
-37% -$5.36M 0.01% 545
2024
Q3 		$14.1M Buy
330,009
+136,457
+71% +$5.63M 0.02% 479
2024
Q2 		$7.61M Buy
193,552
+25,485
+15% +$1.01M 0.01% 592
2024
Q1 		$6.99M Buy
168,067
+110,270
+191% +$4.32M 0.01% 616
2023
Q4 		$2.26M Buy
57,797
+818
+1% +$28.8K ﹤0.01% 948
2023
Q3 		$1.98M Buy
56,979
+5,503
+11% +$203K ﹤0.01% 923
2023
Q2 		$1.9M Buy
51,476
+260
+0.5% +$9.19K ﹤0.01% 916
2023
Q1 		$1.81M Buy
51,216
+3,046
+6% +$111K ﹤0.01% 875
2022
Q4 		$1.65M Buy
+48,170
New +$1.68M 0.01% 767

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

Corient Private Wealth's NUSC Position: Q2 2026 in Review

Corient Private Wealth reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 73% in Q2 2026, selling an estimated $9.42M and leaving 70,925 shares worth $3.7M. The position accounts for 0.01% of the portfolio, ranked #1024.

Corient Private Wealth first reported a position in NUSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $14.1M in Q3 2024. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Corient Private Wealth held 70,925 shares of Nuveen ESG Small-Cap ETF worth $3.7M as of Q2 2026.
  • Corient Private Wealth sold 191,520 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $9.42M.
  • Nuveen ESG Small-Cap ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1024 holding.
  • Corient Private Wealth first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Nuveen ESG Small-Cap ETF position peaked at $14.1M in Q3 2024.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.