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

Modern 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 Q1	$1.79M	Sell	39,385 -5,873	-13%	-$274K	0.03%	322
2025 Q4	$2.02M	Sell	45,258 -1,862	-4%	-$83K	0.04%	293
2025 Q3	$2.08M	Hold	47,120	–	–	0.04%	277
2025 Q2	$1.92M	Buy	+47,120	New	+$1.82M	0.05%	268

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

Modern Wealth Management's NUSC Position: Q1 2026 in Review

Modern Wealth Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 13% in Q1 2026, selling an estimated $274K and leaving 39,385 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #322.

Modern Wealth Management first reported a position in NUSC in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.08M in Q3 2025. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

Modern Wealth Management held 39,385 shares of Nuveen ESG Small-Cap ETF worth $1.79M as of Q1 2026.
Modern Wealth Management sold 5,873 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $274K.
Nuveen ESG Small-Cap ETF made up 0.03% of Modern Wealth Management's portfolio in Q1 2026, its #322 holding.
Modern Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2025 and has held it in 4 quarters since.
Modern Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $2.08M in Q3 2025.
265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.