EP Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

EP Wealth Advisors’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	$5.71M	Buy	109,636 +3,547	+3%	+$174K	0.02%	359
2026 Q1	$4.78M	Buy	106,089 +98,117	+1,231%	+$4.58M	0.02%	320
2025 Q4	$356K	Buy	+7,972	New	+$355K	﹤0.01%	1036
2025 Q2	$298K	Sell	7,318 -128	-2%	-$4.93K	﹤0.01%	1023
2025 Q1	$285K	Buy	7,446 +122	+2%	+$5.06K	﹤0.01%	932
2024 Q4	$307K	Hold	7,324	–	–	﹤0.01%	863
2024 Q3	$314K	Sell	7,324 -12	-0.2%	-$495	﹤0.01%	838
2024 Q2	$289K	Sell	7,336 -29	-0.4%	-$1.15K	﹤0.01%	666
2024 Q1	$306K	Sell	7,365 -515	-7%	-$20.2K	﹤0.01%	620
2023 Q4	$308K	Buy	+7,880	New	+$277K	﹤0.01%	609
2023 Q2	–	Sell	-10,176	Closed	-$400K	–	710
2023 Q1	$400K	Buy	+10,176	New	+$370K	0.01%	436

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

EP Wealth Advisors's NUSC Position: Q2 2026 in Review

EP Wealth Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.3% in Q2 2026, buying an estimated $174K and bringing the position to 109,636 shares worth $5.71M. The position accounts for 0.02% of the portfolio, ranked #359.

EP Wealth Advisors first reported a position in NUSC in Q1 2023 and has held it in 11 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

EP Wealth Advisors held 109,636 shares of Nuveen ESG Small-Cap ETF worth $5.71M as of Q2 2026.
EP Wealth Advisors bought 3,547 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $174K.
Nuveen ESG Small-Cap ETF made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #359 holding.
EP Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and has held it in 11 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

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