Creative Planning
NUSC icon

Creative Planning’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Creative Planning’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 		$13.5M Sell
259,819
-639
-0.2% -$31.4K 0.01% 689
2026
Q1 		$11.7M Buy
260,458
+26,162
+11% +$1.22M 0.01% 621
2025
Q4 		$10.5M Buy
234,296
+13,179
+6% +$588K 0.01% 600
2025
Q3 		$9.75M Sell
221,117
-8,744
-4% -$372K 0.01% 571
2025
Q2 		$9.36M Buy
229,861
+11,972
+5% +$461K 0.01% 527
2025
Q1 		$8.35M Buy
217,889
+19,801
+10% +$822K 0.01% 545
2024
Q4 		$8.3M Sell
198,088
-4,378
-2% -$191K 0.01% 515
2024
Q3 		$8.67M Sell
202,466
-31,540
-13% -$1.3M 0.01% 476
2024
Q2 		$9.21M Buy
234,006
+5,251
+2% +$208K 0.01% 439
2024
Q1 		$9.51M Sell
228,755
-13,205
-5% -$518K 0.01% 420
2023
Q4 		$9.46M Sell
241,960
-9,181
-4% -$323K 0.02% 390
2023
Q3 		$8.74M Buy
251,141
+30,392
+14% +$1.12M 0.01% 386
2023
Q2 		$8.17M Buy
220,749
+2,351
+1% +$83.1K 0.01% 394
2023
Q1 		$7.73M Buy
218,398
+33,632
+18% +$1.22M 0.01% 394
2022
Q4 		$6.32M Sell
184,766
-24,799
-12% -$865K 0.01% 430
2022
Q3 		$6.72M Buy
209,565
+96,996
+86% +$3.42M 0.01% 382
2022
Q2 		$3.69M Sell
112,569
-65,338
-37% -$2.35M 0.01% 538
2022
Q1 		$7.09M Buy
177,907
+119,296
+204% +$4.71M 0.01% 376
2021
Q4 		$2.46M Buy
58,611
+19,387
+49% +$864K ﹤0.01% 626
2021
Q3 		$1.71M Buy
39,224
+32,087
+450% +$1.42M ﹤0.01% 732
2021
Q2 		$322K Sell
7,137
-26,674
-79% -$1.19M ﹤0.01% 1526
2021
Q1 		$1.46M Buy
33,811
+2,482
+8% +$105K ﹤0.01% 849
2020
Q4 		$1.2M Buy
31,329
+1,752
+6% +$60.6K ﹤0.01% 869
2020
Q3 		$877K Buy
29,577
+8
+0% +$233 ﹤0.01% 859
2020
Q2 		$812K Sell
29,569
-15,031
-34% -$377K ﹤0.01% 819
2020
Q1 		$963K Buy
+44,600
New +$1.26M ﹤0.01% 667

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

Creative Planning's NUSC Position: Q2 2026 in Review

Creative Planning reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.25% in Q2 2026, selling an estimated $31.4K and leaving 259,819 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #689.

Creative Planning first reported a position in NUSC in Q1 2020 and has held it in 26 quarters since. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Creative Planning held 259,819 shares of Nuveen ESG Small-Cap ETF worth $13.5M as of Q2 2026.
  • Creative Planning sold 639 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $31.4K.
  • Nuveen ESG Small-Cap ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #689 holding.
  • Creative Planning first reported a position in Nuveen ESG Small-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.