MWM
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Modera Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Modera Wealth 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 		$2.2M Buy
42,145
+69
+0.2% +$3.39K 0.02% 263
2026
Q1 		$1.9M Sell
42,076
-4,806
-10% -$224K 0.02% 264
2025
Q4 		$2.09M Sell
46,882
-5,262
-10% -$235K 0.02% 261
2025
Q3 		$2.3M Sell
52,144
-1,017
-2% -$43.2K 0.03% 250
2025
Q2 		$2.17M Sell
53,161
-148
-0.3% -$5.7K 0.03% 252
2025
Q1 		$2.04M Sell
53,309
-45
-0.1% -$1.87K 0.03% 243
2024
Q4 		$2.23M Buy
53,354
+33
+0.1% +$1.44K 0.03% 239
2024
Q3 		$2.28M Buy
53,321
+910
+2% +$37.5K 0.03% 223
2024
Q2 		$2.06M Buy
52,411
+695
+1% +$27.6K 0.03% 219
2024
Q1 		$2.15M Buy
51,716
+1,697
+3% +$66.5K 0.03% 216
2023
Q4 		$1.96M Buy
50,019
+7,785
+18% +$274K 0.03% 223
2023
Q3 		$1.47M Buy
42,234
+7,600
+22% +$280K 0.03% 244
2023
Q2 		$1.28M Buy
34,634
+12,164
+54% +$430K 0.02% 269
2023
Q1 		$796K Buy
22,470
+2,722
+14% +$99K 0.03% 174
2022
Q4 		$675K Sell
19,748
-2,836
-13% -$99K 0.03% 179
2022
Q3 		$724K Buy
22,584
+2,784
+14% +$98K 0.04% 157
2022
Q2 		$650K Buy
19,800
+8,338
+73% +$300K 0.03% 173
2022
Q1 		$457K Buy
+11,462
New +$453K 0.02% 219
2021
Q4 		– Sell
-7,838
Closed -$341K – 602
2021
Q3 		$341K Buy
7,838
+350
+5% +$15.4K 0.02% 189
2021
Q2 		$338K Buy
+7,488
New +$333K 0.02% 176

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

Modera Wealth Management's NUSC Position: Q2 2026 in Review

Modera Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.16% in Q2 2026, buying an estimated $3.39K and bringing the position to 42,145 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #263.

Modera Wealth Management first reported a position in NUSC in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.3M in Q3 2025. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Modera Wealth Management held 42,145 shares of Nuveen ESG Small-Cap ETF worth $2.2M as of Q2 2026.
  • Modera Wealth Management bought 69 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $3.39K.
  • Nuveen ESG Small-Cap ETF made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #263 holding.
  • Modera Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Modera Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $2.3M in Q3 2025.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.