Elevation Wealth Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Elevation Wealth Partners’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	$53.6K	Hold	1,028	–	–	0.02%	288
2026 Q1	$46.3K	Hold	1,028	–	–	0.02%	251
2025 Q4	$45.9K	Buy	1,028 +7	+0.7%	+$312	0.02%	252
2025 Q3	$45K	Hold	1,021	–	–	0.02%	253
2025 Q2	$41.6K	Hold	1,021	–	–	0.02%	252
2025 Q1	$39.2K	Hold	1,021	–	–	0.02%	257
2024 Q4	$42.8K	Buy	1,021 +7	+0.7%	+$306	0.02%	245
2024 Q3	$43.4K	Hold	1,014	–	–	0.02%	234
2024 Q2	$39.9K	Hold	1,014	–	–	0.02%	235
2024 Q1	$42.2K	Buy	1,014 +8	+0.8%	+$314	0.02%	232
2023 Q4	$35K	Hold	1,006	–	–	0.02%	233
2023 Q3	$35K	Hold	1,006	–	–	0.03%	173
2023 Q2	$37.2K	Hold	1,006	–	–	0.03%	177
2023 Q1	$35.6K	Buy	+1,006	New	+$36.6K	0.03%	187

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

Elevation Wealth Partners's NUSC Position: Q2 2026 in Review

Elevation Wealth Partners held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 1,028 shares worth $53.6K. The position accounts for 0.02% of the portfolio, ranked #288.

Elevation Wealth Partners first reported a position in NUSC in Q1 2023 and has held it in 14 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Elevation Wealth Partners held 1,028 shares of Nuveen ESG Small-Cap ETF worth $53.6K as of Q2 2026.
Elevation Wealth Partners left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #288 holding.
Elevation Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.