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

EverSource 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	$1.09K	Hold	21	–	–	﹤0.01%	3934
2026 Q1	$946	Hold	21	–	–	﹤0.01%	3872
2025 Q4	$938	Hold	21	–	–	﹤0.01%	3723
2025 Q3	$926	Hold	21	–	–	﹤0.01%	3784
2025 Q2	$856	Hold	21	–	–	﹤0.01%	3769
2025 Q1	$805	Hold	21	–	–	﹤0.01%	3306
2024 Q4	$880	Hold	21	–	–	﹤0.01%	3010
2024 Q3	$900	Sell	21 -65	-76%	-$2.68K	﹤0.01%	2750
2024 Q2	$3.68K	Hold	86	–	–	﹤0.01%	2325
2024 Q1	$3.32K	Hold	86	–	–	﹤0.01%	2213
2023 Q4	$3.36K	Hold	86	–	–	﹤0.01%	2011
2023 Q3	$3K	Hold	86	–	–	﹤0.01%	1887
2023 Q2	$3.18K	Hold	86	–	–	﹤0.01%	1903
2023 Q1	$3.04K	Hold	86	–	–	﹤0.01%	1813
2022 Q4	$2.94K	Sell	86 -284	-77%	-$9.91K	﹤0.01%	1792
2022 Q3	$12K	Buy	370 +11	+3%	+$387	﹤0.01%	1075
2022 Q2	$12K	Buy	359 +14	+4%	+$504	﹤0.01%	990
2022 Q1	$14K	Buy	345 +230	+200%	+$9.08K	﹤0.01%	849
2021 Q4	$5K	Buy	+115	New	+$5.13K	﹤0.01%	1270

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

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

EverSource Wealth Advisors held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 21 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3934.

EverSource Wealth Advisors first reported a position in NUSC in Q4 2021 and has held it in 19 quarters since. The position peaked at $14K in Q1 2022. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

EverSource Wealth Advisors held 21 shares of Nuveen ESG Small-Cap ETF worth $1.09K as of Q2 2026.
EverSource Wealth Advisors left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3934 holding.
EverSource Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Nuveen ESG Small-Cap ETF position peaked at $14K in Q1 2022.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.