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MOTCO’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

MOTCO’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
Q3 		$32.2K Buy
664
+175
+36% +$8.94K ﹤0.01% 383
2026
Q2 		$25.5K Hold
489
– – ﹤0.01% 367
2026
Q1 		$22K Hold
489
– – ﹤0.01% 402
2025
Q4 		$21.8K Buy
489
+46
+10% +$2.05K ﹤0.01% 397
2025
Q3 		$19.5K Buy
443
+47
+12% +$2K ﹤0.01% 411
2025
Q2 		$16.3K Buy
396
+193
+95% +$7.44K ﹤0.01% 392
2025
Q1 		$7.78K Buy
203
+102
+101% +$4.23K ﹤0.01% 438
2024
Q4 		$4.23K Buy
+101
New +$4.41K ﹤0.01% 424

Other funds holding NUSC

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

MOTCO's NUSC Position: Q3 2026 in Review

MOTCO increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 36% in Q3 2026, buying an estimated $8.94K and bringing the position to 664 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

MOTCO first reported a position in NUSC in Q4 2024 and has held it in 8 quarters since. 164 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • MOTCO held 664 shares of Nuveen ESG Small-Cap ETF worth $32.2K as of Q3 2026.
  • MOTCO bought 175 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $8.94K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #383 holding.
  • MOTCO first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 164 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.