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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $26B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Laurel Wealth Planning's NUSC Position: Q1 2026 in Review

Laurel Wealth Planning reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.8% in Q1 2026, selling an estimated $25.4K and leaving 13,580 shares worth $612K. The position accounts for 0.32% of the portfolio, ranked #43.

Laurel Wealth Planning first reported a position in NUSC in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.5M in Q3 2021. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

  • Laurel Wealth Planning held 13,580 shares of Nuveen ESG Small-Cap ETF worth $612K as of Q1 2026.
  • Laurel Wealth Planning sold 543 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $25.4K.
  • Nuveen ESG Small-Cap ETF made up 0.32% of Laurel Wealth Planning's portfolio in Q1 2026, its #43 holding.
  • Laurel Wealth Planning first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's Nuveen ESG Small-Cap ETF position peaked at $6.5M in Q3 2021.
  • 265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.