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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
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% +$5.39K 0.02% 109
2022
Q1 		$71K Hold
1,785
– – 0.02% 112
2021
Q4 		$75K Buy
1,785
+183
+11% +$8.15K 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% -$8.71K 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

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

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

IAG Wealth Partners increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 6.4% in Q2 2026, buying an estimated $5.85K and bringing the position to 1,989 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #164.

IAG Wealth Partners first reported a position in NUSC in Q4 2019 and has held it in 27 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • IAG Wealth Partners held 1,989 shares of Nuveen ESG Small-Cap ETF worth $104K as of Q2 2026.
  • IAG Wealth Partners bought 119 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $5.85K.
  • Nuveen ESG Small-Cap ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • IAG Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

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