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

GeoWealth 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 Q1	$921K	Sell	20,442 -3,313	-14%	-$155K	0.03%	310
2025 Q4	$1.06M	Sell	23,755 -16,560	-41%	-$738K	0.04%	256
2025 Q3	$1.78M	Sell	40,315 -5,513	-12%	-$234K	0.06%	184
2025 Q2	$1.87M	Sell	45,828 -9,432	-17%	-$364K	0.07%	159
2025 Q1	$2.12M	Sell	55,260 -16,952	-23%	-$704K	0.09%	139
2024 Q4	$3.02M	Sell	72,212 -17,064	-19%	-$745K	0.1%	138
2024 Q3	$3.82M	Buy	89,276 +2,418	+3%	+$99.7K	0.14%	121
2024 Q2	$3.42M	Sell	86,858 -6,853	-7%	-$272K	0.15%	103
2024 Q1	$3.9M	Buy	+93,711	New	+$3.67M	0.15%	116
2023 Q3	–	Sell	-326	Closed	-$12K	–	509
2023 Q2	$12K	Buy	326 +1	+0.3%	+$35	﹤0.01%	400
2023 Q1	$12K	Buy	+325	New	+$11.8K	﹤0.01%	338

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 $1.1B AUM 14.74% 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 $4.86B AUM 22.78% 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 $1.55B AUM 14.69% 1-Year Est. Return

GeoWealth Management's NUSC Position: Q1 2026 in Review

GeoWealth Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 14% in Q1 2026, selling an estimated $155K and leaving 20,442 shares worth $921K. The position accounts for 0.03% of the portfolio, ranked #310.

GeoWealth Management first reported a position in NUSC in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.9M in Q1 2024. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

GeoWealth Management held 20,442 shares of Nuveen ESG Small-Cap ETF worth $921K as of Q1 2026.
GeoWealth Management sold 3,313 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $155K.
Nuveen ESG Small-Cap ETF made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #310 holding.
GeoWealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and has held it in 11 quarters since.
GeoWealth Management's Nuveen ESG Small-Cap ETF position peaked at $3.9M in Q1 2024.
265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.