Global Retirement Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Global Retirement Partners’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	$17.8K	Buy	+341	New	+$16.8K	﹤0.01%	3120
2025 Q4	$13K	Hold	291	–	–	﹤0.01%	3053
2025 Q3	$12.8K	Hold	291	–	–	﹤0.01%	2593
2025 Q2	$11.9K	Buy	+291	New	+$11.2K	﹤0.01%	2531
2024 Q4	$14.2K	Buy	339 +27	+9%	+$1.18K	﹤0.01%	2262
2024 Q3	$13.4K	Buy	312 +33	+12%	+$1.36K	﹤0.01%	2171
2024 Q2	$11K	Hold	279	–	–	﹤0.01%	2283
2024 Q1	$11.6K	Hold	279	–	–	﹤0.01%	2061
2023 Q4	$10.5K	Hold	279	–	–	﹤0.01%	2054
2023 Q3	$9.42K	Hold	279	–	–	﹤0.01%	1978
2023 Q2	$10.3K	Hold	279	–	–	﹤0.01%	1951
2023 Q1	$9.59K	Buy	279 +167	+149%	+$6.08K	﹤0.01%	1941
2022 Q4	$3.83K	Hold	112	–	–	﹤0.01%	2116
2022 Q3	$4K	Hold	112	–	–	﹤0.01%	2019
2022 Q2	$4K	Hold	112	–	–	﹤0.01%	1978
2022 Q1	$4K	Buy	+112	New	+$4.42K	﹤0.01%	1978
2020 Q2	–	Sell	-890	Closed	-$19K	–	1693
2020 Q1	$19K	Hold	890	–	–	﹤0.01%	818
2019 Q4	$28K	Hold	890	–	–	﹤0.01%	823
2019 Q3	$26K	Buy	+890	New	+$26K	﹤0.01%	810
2018 Q4	–	Sell	-1,158	Closed	-$37K	–	1527
2018 Q3	$37K	Buy	1,158 +589	+104%	+$18.6K	0.01%	634
2018 Q2	$17K	Hold	569	–	–	﹤0.01%	851
2018 Q1	$16K	Buy	+569	New	+$16.4K	﹤0.01%	830

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

Global Retirement Partners's NUSC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026: 341 shares worth $17.8K. The stake represents ﹤0.01% of the portfolio and ranks #3120 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NUSC as recently as Q4 2025.

Global Retirement Partners first reported a position in NUSC in Q1 2018 and has held it in 22 quarters since. The position peaked at $37K in Q3 2018. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Global Retirement Partners held 341 shares of Nuveen ESG Small-Cap ETF worth $17.8K as of Q2 2026.
Nuveen ESG Small-Cap ETF was a new Global Retirement Partners position in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3120 holding.
Global Retirement Partners first reported a position in Nuveen ESG Small-Cap ETF in Q1 2018 and has held it in 22 quarters since.
Global Retirement Partners's Nuveen ESG Small-Cap ETF position peaked at $37K in Q3 2018.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.