McCarter Private Wealth Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

McCarter Private Wealth Services’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	-5,084	Closed	-$229K	–	197
2026 Q1	$229K	Buy	+5,084	New	+$237K	0.1%	161

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

McCarter Private Wealth Services's NUSC Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026, closing a stake of 5,084 shares — an estimated $229K sold.

McCarter Private Wealth Services first reported a position in NUSC in Q1 2026 and held it in 1 quarter. The position peaked at $229K in Q1 2026. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

McCarter Private Wealth Services reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
McCarter Private Wealth Services sold 5,084 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $229K.
McCarter Private Wealth Services first reported a position in Nuveen ESG Small-Cap ETF in Q1 2026 and held it in 1 quarter.
McCarter Private Wealth Services's Nuveen ESG Small-Cap ETF position peaked at $229K in Q1 2026.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.