Independent Advisor Alliance’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Independent Advisor Alliance’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	–	Sell	-17,797	Closed	-$802K	–	1443
2026 Q1	$802K	Buy	+17,797	New	+$831K	0.01%	937
2025 Q1	–	Sell	-13,421	Closed	-$562K	–	1176
2024 Q4	$562K	Buy	+13,421	New	+$586K	0.01%	926

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

Independent Advisor Alliance's NUSC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026, closing a stake of 17,797 shares — an estimated $802K sold.

Independent Advisor Alliance first reported a position in NUSC in Q4 2024 and held it in 2 quarters. The position peaked at $802K in Q1 2026. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Independent Advisor Alliance reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 17,797 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $802K.
Independent Advisor Alliance first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Nuveen ESG Small-Cap ETF position peaked at $802K in Q1 2026.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.