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 Q3	$631K	Buy	13,006 +319	+3%	+$16.3K	0.02%	451
2026 Q2	$661K	Sell	12,687 -7,755	-38%	-$382K	0.02%	429
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%	+$100K	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

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

GeoWealth Management's NUSC Position: Q3 2026 in Review

GeoWealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.5% in Q3 2026, buying an estimated $16.3K and bringing the position to 13,006 shares worth $631K. The position accounts for 0.02% of the portfolio, ranked #451.

GeoWealth Management first reported a position in NUSC in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.9M in Q1 2024. 231 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

GeoWealth Management held 13,006 shares of Nuveen ESG Small-Cap ETF worth $631K as of Q3 2026.
GeoWealth Management bought 319 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $16.3K.
Nuveen ESG Small-Cap ETF made up 0.02% of GeoWealth Management's portfolio in Q3 2026, its #451 holding.
GeoWealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and has held it in 13 quarters since.
GeoWealth Management's Nuveen ESG Small-Cap ETF position peaked at $3.9M in Q1 2024.
231 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.