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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley's NUSA Position: Q1 2026 in Review

Morgan Stanley increased its Nuveen ESG 1-5 Year US Aggregate Bond ETF (NUSA) stake by 30% in Q1 2026, buying an estimated $742K and bringing the position to 136,822 shares worth $3.19M. The position accounts for ﹤0.01% of the portfolio, ranked #4437.

Morgan Stanley first reported a position in NUSA in Q3 2020 and has held it in 17 quarters since. 25 funds tracked by Wall St. Rank hold NUSA as of Q1 2026.

Morgan Stanley held 136,822 shares of Nuveen ESG 1-5 Year US Aggregate Bond ETF worth $3.19M as of Q1 2026.
Morgan Stanley bought 31,730 Nuveen ESG 1-5 Year US Aggregate Bond ETF shares in Q1 2026, an estimated $742K.
Nuveen ESG 1-5 Year US Aggregate Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4437 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 17 quarters since.
25 funds tracked by Wall St. Rank held Nuveen ESG 1-5 Year US Aggregate Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.