MA
NUSC icon

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

Mutual Advisors’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 		$786K Sell
15,083
-483
-3% -$23.8K 0.01% 735
2026
Q1 		$701K Sell
15,566
-133
-0.8% -$6.21K 0.02% 725
2025
Q4 		$701K Sell
15,699
-526
-3% -$23.5K 0.02% 712
2025
Q3 		$727K Sell
16,225
-399
-2% -$17K 0.02% 688
2025
Q2 		$703K Sell
16,624
-748
-4% -$28.8K 0.02% 636
2025
Q1 		$645K Buy
17,372
+4,843
+39% +$201K 0.02% 607
2024
Q4 		$538K Sell
12,529
-345
-3% -$15.1K 0.02% 675
2024
Q3 		$544K Hold
12,874
– – 0.02% 671
2024
Q2 		$545K Buy
12,874
+2,719
+27% +$108K 0.02% 669
2024
Q1 		$422K Sell
10,155
-58
-0.6% -$2.27K 0.01% 754
2023
Q4 		$399K Sell
10,213
-522
-5% -$18.4K 0.01% 719
2023
Q3 		$374K Buy
10,735
+285
+3% +$10.5K 0.01% 708
2023
Q2 		$387K Sell
10,450
-406
-4% -$14.3K 0.01% 724
2023
Q1 		$384K Buy
+10,856
New +$395K 0.02% 697

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

Mutual Advisors's NUSC Position: Q2 2026 in Review

Mutual Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.1% in Q2 2026, selling an estimated $23.8K and leaving 15,083 shares worth $786K. The position accounts for 0.01% of the portfolio, ranked #735.

Mutual Advisors first reported a position in NUSC in Q1 2023 and has held it in 14 quarters since. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Mutual Advisors held 15,083 shares of Nuveen ESG Small-Cap ETF worth $786K as of Q2 2026.
  • Mutual Advisors sold 483 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $23.8K.
  • Nuveen ESG Small-Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #735 holding.
  • Mutual Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • 267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.