Integrated Wealth Concepts’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Integrated Wealth Concepts’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	$523K	Buy	10,035 +459	+5%	+$22.6K	﹤0.01%	1620
2026 Q1	$432K	Buy	9,576 +3,647	+62%	+$170K	﹤0.01%	1631
2025 Q4	$265K	Sell	5,929 -2,296	-28%	-$102K	﹤0.01%	1376
2025 Q3	$363K	Buy	8,225 +1,341	+19%	+$57K	﹤0.01%	1527
2025 Q2	$280K	Buy	6,884 +1,225	+22%	+$47.2K	﹤0.01%	1586
2025 Q1	$217K	Buy	+5,659	New	+$235K	﹤0.01%	1579

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

Integrated Wealth Concepts's NUSC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 4.8% in Q2 2026, buying an estimated $22.6K and bringing the position to 10,035 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Integrated Wealth Concepts first reported a position in NUSC in Q1 2025 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Integrated Wealth Concepts held 10,035 shares of Nuveen ESG Small-Cap ETF worth $523K as of Q2 2026.
Integrated Wealth Concepts bought 459 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $22.6K.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1620 holding.
Integrated Wealth Concepts first reported a position in Nuveen ESG Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.