Kestra Private Wealth Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Kestra Private Wealth Services’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	$226K	Buy	+4,328	New	+$213K	﹤0.01%	1634
2023 Q1	–	Sell	-6,702	Closed	-$229K	–	1081
2022 Q4	$229K	Sell	6,702 -10,521	-61%	-$367K	0.01%	759
2022 Q3	$552K	Sell	17,223 -8,202	-32%	-$289K	0.03%	464
2022 Q2	$834K	Sell	25,425 -10,787	-30%	-$388K	0.05%	371
2022 Q1	$1.44M	Buy	36,212 +16,499	+84%	+$652K	0.07%	290
2021 Q4	$828K	Buy	19,713 +8,476	+75%	+$378K	0.04%	439
2021 Q3	$489K	Buy	+11,237	New	+$496K	0.03%	538

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

Kestra Private Wealth Services's NUSC Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026: 4,328 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in NUSC as recently as Q4 2022.

Kestra Private Wealth Services first reported a position in NUSC in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.44M in Q1 2022. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Kestra Private Wealth Services held 4,328 shares of Nuveen ESG Small-Cap ETF worth $226K as of Q2 2026.
Nuveen ESG Small-Cap ETF was a new Kestra Private Wealth Services position in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1634 holding.
Kestra Private Wealth Services first reported a position in Nuveen ESG Small-Cap ETF in Q3 2021 and has held it in 7 quarters since.
Kestra Private Wealth Services's Nuveen ESG Small-Cap ETF position peaked at $1.44M in Q1 2022.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.