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Laurel Wealth Planning’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Laurel Wealth Planning’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 		$681K Sell
13,070
-510
-4% -$25.1K 0.3% 47
2026
Q1 		$612K Sell
13,580
-543
-4% -$25.4K 0.32% 43
2025
Q4 		$631K Sell
14,123
-596
-4% -$26.6K 0.35% 44
2025
Q3 		$649K Sell
14,719
-307
-2% -$13.1K 0.34% 43
2025
Q2 		$612K Sell
15,026
-2,102
-12% -$81K 0.35% 42
2025
Q1 		$657K Sell
17,128
-2,564
-13% -$106K 0.44% 37
2024
Q4 		$825K Sell
19,692
-1,507
-7% -$65.8K 0.53% 35
2024
Q3 		$908K Sell
21,199
-649
-3% -$26.8K 0.59% 32
2024
Q2 		$860K Sell
21,848
-1,682
-7% -$66.7K 0.6% 32
2024
Q1 		$979K Sell
23,530
-2,983
-11% -$117K 0.65% 32
2023
Q4 		$1.04M Sell
26,513
-7,177
-21% -$252K 0.73% 32
2023
Q3 		$1.17M Sell
33,690
-6,863
-17% -$253K 0.91% 29
2023
Q2 		$1.5M Sell
40,553
-10,857
-21% -$384K 1.07% 28
2023
Q1 		$1.82M Sell
51,410
-5,733
-10% -$209K 1.21% 32
2022
Q4 		$1.95M Sell
57,143
-9,165
-14% -$320K 1.26% 30
2022
Q3 		$2.13M Sell
66,308
-2,679
-4% -$94.3K 1.56% 25
2022
Q2 		$2.26M Sell
68,987
-11,962
-15% -$430K 1.59% 23
2022
Q1 		$3.23M Sell
80,949
-21,514
-21% -$850K 2.18% 15
2021
Q4 		$4.3M Sell
102,463
-46,978
-31% -$2.09M 3.26% 10
2021
Q3 		$6.5M Buy
149,441
+7,395
+5% +$326K 5.25% 4
2021
Q2 		$6.41M Buy
142,046
+13,775
+11% +$613K 5.59% 4
2021
Q1 		$5.52M Sell
128,271
-1,837
-1% -$77.5K 5.05% 5
2020
Q4 		$4.99M Buy
+130,108
New +$4.5M 4.87% 6

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

Laurel Wealth Planning's NUSC Position: Q2 2026 in Review

Laurel Wealth Planning reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.8% in Q2 2026, selling an estimated $25.1K and leaving 13,070 shares worth $681K. The position accounts for 0.3% of the portfolio, ranked #47.

Laurel Wealth Planning first reported a position in NUSC in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.5M in Q3 2021. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Laurel Wealth Planning held 13,070 shares of Nuveen ESG Small-Cap ETF worth $681K as of Q2 2026.
  • Laurel Wealth Planning sold 510 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $25.1K.
  • Nuveen ESG Small-Cap ETF made up 0.3% of Laurel Wealth Planning's portfolio in Q2 2026, its #47 holding.
  • Laurel Wealth Planning first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Laurel Wealth Planning's Nuveen ESG Small-Cap ETF position peaked at $6.5M in Q3 2021.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.