Financial Insights’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Financial Insights’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 Q1	$237K	Sell	5,250 -10	-0.2%	-$467	0.08%	120
2025 Q4	$235K	Sell	5,260 -1,399	-21%	-$62.4K	0.08%	115
2025 Q3	$294K	Buy	6,659 +65	+1%	+$2.76K	0.1%	101
2025 Q2	$269K	Sell	6,594 -3,861	-37%	-$149K	0.1%	100
2025 Q1	$401K	Sell	10,455 -470	-4%	-$19.5K	0.16%	68
2024 Q4	$458K	Buy	+10,925	New	+$477K	0.17%	69

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $26B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Financial Insights's NUSC Position: Q1 2026 in Review

Financial Insights reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.19% in Q1 2026, selling an estimated $467 and leaving 5,250 shares worth $237K. The position accounts for 0.08% of the portfolio, ranked #120.

Financial Insights first reported a position in NUSC in Q4 2024 and has held it in 6 quarters since. The position peaked at $458K in Q4 2024. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

Financial Insights held 5,250 shares of Nuveen ESG Small-Cap ETF worth $237K as of Q1 2026.
Financial Insights sold 10 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $467.
Nuveen ESG Small-Cap ETF made up 0.08% of Financial Insights's portfolio in Q1 2026, its #120 holding.
Financial Insights first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Financial Insights's Nuveen ESG Small-Cap ETF position peaked at $458K in Q4 2024.
265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.