LFG
NUSC icon

Larson Financial Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Larson Financial 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 		$126K Sell
2,421
-1,354
-36% -$66.6K ﹤0.01% 1063
2026
Q1 		$170K Sell
3,775
-680
-15% -$31.8K 0.01% 773
2025
Q4 		$199K Sell
4,455
-782
-15% -$34.9K 0.01% 696
2025
Q3 		$231K Buy
5,237
+74
+1% +$3.15K 0.01% 651
2025
Q2 		$210K Sell
5,163
-2,591
-33% -$99.9K 0.01% 651
2025
Q1 		$297K Sell
7,754
-1,496
-16% -$62.1K 0.01% 532
2024
Q4 		$387K Buy
9,250
+155
+2% +$6.77K 0.02% 417
2024
Q3 		$390K Sell
9,095
-408
-4% -$16.8K 0.02% 405
2024
Q2 		$374K Buy
9,503
+1,286
+16% +$51K 0.03% 330
2024
Q1 		$342K Buy
8,217
+1,330
+19% +$52.1K 0.03% 290
2023
Q4 		$269K Buy
6,887
+30
+0.4% +$1.05K 0.02% 292
2023
Q3 		$239K Buy
6,857
+148
+2% +$5.46K 0.02% 291
2023
Q2 		$248K Buy
6,709
+1,148
+21% +$40.6K 0.02% 285
2023
Q1 		$197K Buy
5,561
+64
+1% +$2.33K 0.02% 314
2022
Q4 		$188K Sell
5,497
-9
-0.2% -$314 0.02% 313
2022
Q3 		$177K Buy
5,506
+1,538
+39% +$54.1K 0.03% 283
2022
Q2 		$130K Sell
3,968
-1,547
-28% -$55.6K 0.02% 228
2022
Q1 		$220K Buy
5,515
+73
+1% +$2.88K 0.04% 192
2021
Q4 		$229K Buy
5,442
+289
+6% +$12.9K 0.04% 186
2021
Q3 		$224K Buy
5,153
+226
+5% +$9.97K 0.04% 136
2021
Q2 		$222K Buy
4,927
+169
+4% +$7.52K 0.05% 121
2021
Q1 		$205K Buy
4,758
+4,291
+919% +$181K 0.06% 108
2020
Q4 		$18K Buy
+467
New +$16.2K 0.01% 396

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Larson Financial Group's NUSC Position: Q2 2026 in Review

Larson Financial Group reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 36% in Q2 2026, selling an estimated $66.6K and leaving 2,421 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1063.

Larson Financial Group first reported a position in NUSC in Q4 2020 and has held it in 23 quarters since. The position peaked at $390K in Q3 2024. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Larson Financial Group held 2,421 shares of Nuveen ESG Small-Cap ETF worth $126K as of Q2 2026.
  • Larson Financial Group sold 1,354 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $66.6K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1063 holding.
  • Larson Financial Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Larson Financial Group's Nuveen ESG Small-Cap ETF position peaked at $390K in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.