Focus Partners Wealth
NUSC icon

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

Focus Partners Wealth’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 		$1.46M Buy
28,053
+1,025
+4% +$50.4K ﹤0.01% 1475
2026
Q1 		$1.25M Sell
27,028
-156
-0.6% -$7.29K ﹤0.01% 1520
2025
Q4 		$1.21M Buy
27,184
+2,068
+8% +$92.2K ﹤0.01% 1547
2025
Q3 		$1.11M Sell
25,116
-3,291
-12% -$140K ﹤0.01% 1246
2025
Q2 		$1.16M Buy
28,407
+11,873
+72% +$458K ﹤0.01% 1085
2025
Q1 		$634K Sell
16,534
-49
-0.3% -$2.03K ﹤0.01% 1235
2024
Q4 		$695K Sell
16,583
-316
-2% -$13.8K ﹤0.01% 1188
2024
Q3 		$724K Buy
16,899
+200
+1% +$8.25K ﹤0.01% 1035
2024
Q2 		$657K Sell
16,699
-1,537
-8% -$60.9K ﹤0.01% 886
2024
Q1 		$758K Sell
18,236
-17,683
-49% -$693K 0.01% 650
2023
Q4 		$1.4M Buy
+35,919
New +$1.26M 0.02% 401

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

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

Focus Partners Wealth increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.8% in Q2 2026, buying an estimated $50.4K and bringing the position to 28,053 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Focus Partners Wealth first reported a position in NUSC in Q4 2023 and has held it in 11 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Focus Partners Wealth held 28,053 shares of Nuveen ESG Small-Cap ETF worth $1.46M as of Q2 2026.
  • Focus Partners Wealth bought 1,025 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $50.4K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1475 holding.
  • Focus Partners Wealth first reported a position in Nuveen ESG Small-Cap ETF in Q4 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.