Kelman-Lazarov Inc’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Kelman-Lazarov Inc’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	$315K	Sell	6,047 -56	-0.9%	-$2.75K	0.04%	119
2026 Q1	$275K	Sell	6,103 -25	-0.4%	-$1.17K	0.04%	122
2025 Q4	$274K	Buy	6,128 +31	+0.5%	+$1.38K	0.04%	121
2025 Q3	$269K	Buy	6,097 +1,102	+22%	+$46.9K	0.04%	123
2025 Q2	$203K	Buy	+4,995	New	+$193K	0.03%	120
2025 Q1	–	Sell	-5,353	Closed	-$224K	–	120
2024 Q4	$224K	Buy	5,353 +120	+2%	+$5.24K	0.04%	104
2024 Q3	$224K	Buy	+5,233	New	+$216K	0.04%	103

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

Kelman-Lazarov Inc's NUSC Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.92% in Q2 2026, selling an estimated $2.75K and leaving 6,047 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #119.

Kelman-Lazarov Inc first reported a position in NUSC in Q3 2024 and has held it in 7 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Kelman-Lazarov Inc held 6,047 shares of Nuveen ESG Small-Cap ETF worth $315K as of Q2 2026.
Kelman-Lazarov Inc sold 56 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $2.75K.
Nuveen ESG Small-Cap ETF made up 0.04% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #119 holding.
Kelman-Lazarov Inc first reported a position in Nuveen ESG Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.