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

Destination 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 Q2	$699K	Hold	13,414	–	–	0.02%	189
2026 Q1	$604K	Hold	13,414	–	–	0.02%	191
2025 Q4	$599K	Buy	13,414 +185	+1%	+$8.25K	0.02%	179
2025 Q3	$583K	Hold	13,229	–	–	0.02%	167
2025 Q2	$539K	Buy	13,229 +569	+4%	+$21.9K	0.02%	168
2025 Q1	$485K	Sell	12,660 -3,075	-20%	-$128K	0.02%	167
2024 Q4	$659K	Hold	15,735	–	–	0.02%	139
2024 Q3	$674K	Sell	15,735 -410	-3%	-$16.9K	0.02%	136
2024 Q2	$635K	Hold	16,145	–	–	0.02%	136
2024 Q1	$671K	Sell	16,145 -3,080	-16%	-$121K	0.02%	134
2023 Q4	$752K	Buy	+19,225	New	+$676K	0.03%	133
2022 Q3	–	Sell	-8,037	Closed	-$264K	–	193
2022 Q2	$264K	Buy	+8,037	New	+$289K	0.01%	174

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Destination Wealth Management's NUSC Position: Q2 2026 in Review

Destination Wealth Management held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 13,414 shares worth $699K. The position accounts for 0.02% of the portfolio, ranked #189.

Destination Wealth Management first reported a position in NUSC in Q2 2022 and has held it in 12 quarters since. The position peaked at $752K in Q4 2023. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Destination Wealth Management held 13,414 shares of Nuveen ESG Small-Cap ETF worth $699K as of Q2 2026.
Destination Wealth Management left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up 0.02% of Destination Wealth Management's portfolio in Q2 2026, its #189 holding.
Destination Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2022 and has held it in 12 quarters since.
Destination Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $752K in Q4 2023.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.