Morgan Stanley
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Morgan Stanley’s Nuveen ESG 1-5 Year US Aggregate Bond ETF NUSA Stock Holding History

Morgan Stanley’s Portfolio NUSA Stock Details NUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.82M Buy
164,864
+28,042
+20% +$650K ﹤0.01% 4417
2026
Q1 		$3.19M Buy
136,822
+31,730
+30% +$742K ﹤0.01% 4437
2025
Q4 		$2.46M Buy
105,092
+3,672
+4% +$86K ﹤0.01% 4667
2025
Q3 		$2.38M Buy
101,420
+10,542
+12% +$246K ﹤0.01% 4675
2025
Q2 		$2.12M Sell
90,878
-6,771
-7% -$157K ﹤0.01% 4662
2025
Q1 		$2.28M Buy
97,649
+26,488
+37% +$612K ﹤0.01% 4520
2024
Q4 		$1.63M Sell
71,161
-571
-0.8% -$13.2K ﹤0.01% 4837
2024
Q3 		$1.68M Buy
71,732
+6,227
+10% +$145K ﹤0.01% 4748
2024
Q2 		$1.5M Buy
+65,505
New +$1.49M ﹤0.01% 4739
2022
Q4 		– Sell
-89
Closed -$2K – 7940
2022
Q3 		$2K Hold
89
– – ﹤0.01% 7479
2022
Q2 		$2K Hold
89
– – ﹤0.01% 7600
2022
Q1 		$2K Sell
89
-232
-72% -$5.62K ﹤0.01% 7750
2021
Q4 		$8K Sell
321
-89
-22% -$2.21K ﹤0.01% 7535
2021
Q3 		$10K Hold
410
– – ﹤0.01% 7325
2021
Q2 		$10K Hold
410
– – ﹤0.01% 7236
2021
Q1 		$10K Buy
410
+321
+361% +$8.16K ﹤0.01% 6941
2020
Q4 		$2K Hold
89
– – ﹤0.01% 6897
2020
Q3 		$2K Buy
+89
New +$2.28K ﹤0.01% 6582

Other funds holding NUSA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Morgan Stanley's NUSA Position: Q2 2026 in Review

Morgan Stanley increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 20% in Q2 2026, buying an estimated $650K and bringing the position to 164,864 shares worth $3.82M. The position accounts for ﹤0.01% of the portfolio, ranked #4417.

Morgan Stanley first reported a position in NUSA in Q3 2020 and has held it in 18 quarters since. 23 funds tracked by Wall St. Rank hold NUSA as of Q2 2026.

  • Morgan Stanley held 164,864 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $3.82M as of Q2 2026.
  • Morgan Stanley bought 28,042 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q2 2026, an estimated $650K.
  • Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4417 holding.
  • Morgan Stanley first reported a position in Nuveen ESG 1-5 Year US Aggregate Bond ETF in Q3 2020 and has held it in 18 quarters since.
  • 23 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.