MAI Capital Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

MAI Capital Management’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	$430K	Hold	8,256	–	–	﹤0.01%	1382
2026 Q1	$372K	Buy	8,256 +333	+4%	+$15.6K	﹤0.01%	1154
2025 Q4	$354K	Sell	7,923 -299	-4%	-$13.3K	﹤0.01%	1093
2025 Q3	$363K	Buy	8,222 +2,187	+36%	+$93K	﹤0.01%	1035
2025 Q2	$246K	Sell	6,035 -182	-3%	-$7.01K	﹤0.01%	1093
2025 Q1	$238K	Hold	6,217	–	–	﹤0.01%	1057
2024 Q4	$260K	Buy	+6,217	New	+$271K	﹤0.01%	1046

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

MAI Capital Management's NUSC Position: Q2 2026 in Review

MAI Capital Management held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 8,256 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

MAI Capital Management first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

MAI Capital Management held 8,256 shares of Nuveen ESG Small-Cap ETF worth $430K as of Q2 2026.
MAI Capital Management left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1382 holding.
MAI Capital Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.