Ipsen Advisor Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Ipsen Advisor Group’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	$248K	Sell	4,766 -43	-0.9%	-$2.12K	0.16%	96
2026 Q1	$217K	Sell	4,809 -3,816	-44%	-$178K	0.15%	99
2025 Q4	$385K	Sell	8,625 -595	-6%	-$26.5K	0.27%	85
2025 Q3	$407K	Sell	9,220 -709	-7%	-$30.1K	0.29%	82
2025 Q2	$405K	Sell	9,929 -199	-2%	-$7.67K	0.31%	81
2025 Q1	$388K	Sell	10,128 -157	-2%	-$6.51K	0.33%	74
2024 Q4	$431K	Buy	+10,285	New	+$449K	0.37%	68
2022 Q4	$706K	Buy	+20,653	New	+$721K	0.81%	28

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

Ipsen Advisor Group's NUSC Position: Q2 2026 in Review

Ipsen Advisor Group reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.89% in Q2 2026, selling an estimated $2.12K and leaving 4,766 shares worth $248K. The position accounts for 0.16% of the portfolio, ranked #96.

Ipsen Advisor Group first reported a position in NUSC in Q4 2022 and has held it in 8 quarters since. The position peaked at $706K in Q4 2022. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Ipsen Advisor Group held 4,766 shares of Nuveen ESG Small-Cap ETF worth $248K as of Q2 2026.
Ipsen Advisor Group sold 43 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $2.12K.
Nuveen ESG Small-Cap ETF made up 0.16% of Ipsen Advisor Group's portfolio in Q2 2026, its #96 holding.
Ipsen Advisor Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and has held it in 8 quarters since.
Ipsen Advisor Group's Nuveen ESG Small-Cap ETF position peaked at $706K in Q4 2022.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.