Envestnet Asset Management
NUSC icon

Envestnet Asset Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Envestnet Asset 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 		$6.96M Buy
133,454
+2,864
+2% +$141K ﹤0.01% 2218
2026
Q1 		$5.88M Buy
130,590
+43,155
+49% +$2.02M ﹤0.01% 2202
2025
Q4 		$3.9M Buy
87,435
+14,579
+20% +$650K ﹤0.01% 2350
2025
Q3 		$3.21M Sell
72,856
-456,854
-86% -$19.4M ﹤0.01% 2556
2025
Q2 		$21.6M Buy
529,710
+26,844
+5% +$1.03M 0.01% 1203
2025
Q1 		$19.3M Sell
502,866
-27,930
-5% -$1.16M 0.01% 1217
2024
Q4 		$22.2M Buy
530,796
+21,637
+4% +$945K 0.01% 1129
2024
Q3 		$21.8M Buy
509,159
+53,105
+12% +$2.19M 0.01% 1121
2024
Q2 		$17.9M Buy
456,054
+46,034
+11% +$1.83M 0.01% 1196
2024
Q1 		$17.1M Buy
410,020
+44,697
+12% +$1.75M 0.01% 1198
2023
Q4 		$14.3M Buy
365,323
+45,600
+14% +$1.6M 0.01% 1227
2023
Q3 		$11.1M Sell
319,723
-31,622
-9% -$1.17M 0.01% 1303
2023
Q2 		$13M Buy
351,345
+47,399
+16% +$1.67M 0.01% 1142
2023
Q1 		$10.8M Buy
303,946
+42,500
+16% +$1.55M 0.01% 1202
2022
Q4 		$8.94M Buy
261,446
+31,234
+14% +$1.09M ﹤0.01% 1256
2022
Q3 		$7.38M Buy
230,212
+33,516
+17% +$1.18M ﹤0.01% 1290
2022
Q2 		$6.45M Buy
196,696
+52,311
+36% +$1.88M ﹤0.01% 1377
2022
Q1 		$5.75M Buy
144,385
+24,859
+21% +$982K ﹤0.01% 1515
2021
Q4 		$5.02M Buy
119,526
+33,995
+40% +$1.51M ﹤0.01% 1602
2021
Q3 		$3.72M Buy
85,531
+12,233
+17% +$540K ﹤0.01% 1704
2021
Q2 		$3.31M Buy
73,298
+27,940
+62% +$1.24M ﹤0.01% 1760
2021
Q1 		$1.95M Buy
45,358
+17,136
+61% +$723K ﹤0.01% 1948
2020
Q4 		$1.08M Sell
28,222
-12,096
-30% -$418K ﹤0.01% 2154
2020
Q3 		$1.2M Buy
40,318
+7,854
+24% +$229K ﹤0.01% 1910
2020
Q2 		$891K Buy
32,464
+15,587
+92% +$391K ﹤0.01% 2038
2020
Q1 		$365K Buy
16,877
+6,630
+65% +$187K ﹤0.01% 2456
2019
Q4 		$319K Buy
+10,247
New +$308K ﹤0.01% 2701

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

Envestnet Asset Management's NUSC Position: Q2 2026 in Review

Envestnet Asset Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.2% in Q2 2026, buying an estimated $141K and bringing the position to 133,454 shares worth $6.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Envestnet Asset Management first reported a position in NUSC in Q4 2019 and has held it in 27 quarters since. The position peaked at $22.2M in Q4 2024. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Envestnet Asset Management held 133,454 shares of Nuveen ESG Small-Cap ETF worth $6.96M as of Q2 2026.
  • Envestnet Asset Management bought 2,864 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $141K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2218 holding.
  • Envestnet Asset Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Envestnet Asset Management's Nuveen ESG Small-Cap ETF position peaked at $22.2M in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.