IAG Wealth Partners
NUSC icon

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

IAG Wealth 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
Q3 		$96.5K Hold
1,989
– – 0.01% 172
2026
Q2 		$104K Buy
1,989
+119
+6% +$5.85K 0.01% 164
2026
Q1 		$84.3K Hold
1,870
– – 0.01% 177
2025
Q4 		$83.5K Sell
1,870
-65
-3% -$2.9K 0.01% 172
2025
Q3 		$85.3K Hold
1,935
– – 0.01% 175
2025
Q2 		$78.8K Buy
1,935
+82
+4% +$3.16K 0.01% 173
2025
Q1 		$71K Sell
1,853
-72
-4% -$2.99K 0.01% 172
2024
Q4 		$80.6K Sell
1,925
-105
-5% -$4.58K 0.01% 156
2024
Q3 		$87K Hold
2,030
– – 0.02% 144
2024
Q2 		$79.9K Sell
2,030
-168
-8% -$6.66K 0.02% 138
2024
Q1 		$91.4K Hold
2,198
– – 0.02% 124
2023
Q4 		$85.9K Sell
2,198
-266
-11% -$9.36K 0.02% 117
2023
Q3 		$85.8K Buy
2,464
+177
+8% +$6.53K 0.02% 111
2023
Q2 		$84.6K Sell
2,287
-80
-3% -$2.83K 0.02% 126
2023
Q1 		$83.8K Buy
2,367
+559
+31% +$20.3K 0.02% 110
2022
Q4 		$61.8K Sell
1,808
-42
-2% -$1.47K 0.02% 123
2022
Q3 		$59K Sell
1,850
-85
-4% -$2.99K 0.02% 110
2022
Q2 		$63K Buy
1,935
+150
+8% +$5.4K 0.02% 109
2022
Q1 		$71K Hold
1,785
– – 0.02% 112
2021
Q4 		$75K Buy
1,785
+183
+11% +$8.16K 0.02% 108
2021
Q3 		$70K Hold
1,602
– – 0.02% 105
2021
Q2 		$73K Buy
1,602
+139
+10% +$6.18K 0.03% 95
2021
Q1 		$63K Sell
1,463
-27
-2% -$1.14K 0.02% 100
2020
Q4 		$58K Sell
1,490
-252
-14% -$8.72K 0.02% 102
2020
Q3 		$52K Hold
1,742
– – 0.02% 102
2020
Q2 		$48K Sell
1,742
-686
-28% -$17.2K 0.02% 105
2020
Q1 		$53K Buy
2,428
+432
+22% +$12.2K 0.04% 92
2019
Q4 		$63K Buy
+1,996
New +$60.1K 0.04% 91

Other funds holding NUSC

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

IAG Wealth Partners's NUSC Position: Q3 2026 in Review

IAG Wealth Partners held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q3 2026 at 1,989 shares worth $96.5K. The position accounts for 0.01% of the portfolio, ranked #172.

IAG Wealth Partners first reported a position in NUSC in Q4 2019 and has held it in 28 quarters since. The position peaked at $104K in Q2 2026. 150 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • IAG Wealth Partners held 1,989 shares of Nuveen ESG Small-Cap ETF worth $96.5K as of Q3 2026.
  • IAG Wealth Partners left its Nuveen ESG Small-Cap ETF share count unchanged in Q3 2026.
  • Nuveen ESG Small-Cap ETF made up 0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #172 holding.
  • IAG Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • IAG Wealth Partners's Nuveen ESG Small-Cap ETF position peaked at $104K in Q2 2026.
  • 150 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.