LexAurum Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

LexAurum Advisors’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	–	Sell	-7,326	Closed	-$330K	–	432
2026 Q1	$330K	Buy	+7,326	New	+$342K	0.04%	308
2025 Q3	$436K	Buy	9,878 +419	+4%	+$17.8K	0.06%	224
2025 Q2	$385K	Buy	9,459 +717	+8%	+$27.6K	0.06%	231
2025 Q1	$335K	Buy	8,742 +464	+6%	+$19.3K	0.06%	251
2024 Q4	$347K	Buy	8,278 +77	+0.9%	+$3.36K	0.07%	243
2024 Q3	$351K	Buy	8,201 +304	+4%	+$12.5K	0.08%	213
2024 Q2	$311K	Buy	7,897 +305	+4%	+$12.1K	0.08%	219
2024 Q1	$316K	Buy	7,592 +780	+11%	+$30.6K	0.08%	217
2023 Q4	$266K	Buy	6,812 +183	+3%	+$6.44K	0.07%	243
2023 Q3	$231K	Sell	6,629 -839	-11%	-$30.9K	0.07%	248
2023 Q2	$276K	Sell	7,468 -183	-2%	-$6.47K	0.08%	212
2023 Q1	$271K	Buy	+7,651	New	+$278K	0.09%	207

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

LexAurum Advisors's NUSC Position: Q2 2026 in Review

LexAurum Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026, closing a stake of 7,326 shares — an estimated $330K sold.

LexAurum Advisors first reported a position in NUSC in Q1 2023 and held it in 12 quarters. The position peaked at $436K in Q3 2025. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

LexAurum Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
LexAurum Advisors sold 7,326 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $330K.
LexAurum Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and held it in 12 quarters.
LexAurum Advisors's Nuveen ESG Small-Cap ETF position peaked at $436K in Q3 2025.
267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.