New Insight Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

New Insight Wealth 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 Q1	$345K	Sell	7,656 -728	-9%	-$34K	0.12%	85
2025 Q4	$374K	Sell	8,384 -418	-5%	-$18.6K	0.13%	86
2025 Q3	$388K	Sell	8,802 -876	-9%	-$37.3K	0.15%	86
2025 Q2	$394K	Sell	9,678 -624	-6%	-$24.1K	0.16%	73
2025 Q1	$395K	Sell	10,302 -235	-2%	-$9.75K	0.18%	69
2024 Q4	$441K	Buy	10,537 +5,848	+125%	+$255K	0.22%	60
2024 Q3	$201K	Sell	4,689 -492	-9%	-$20.3K	0.11%	90
2024 Q2	$204K	Sell	5,181 -134	-3%	-$5.31K	0.12%	82
2024 Q1	$221K	Sell	5,315 -25	-0.5%	-$980	0.14%	77
2023 Q4	$209K	Buy	+5,340	New	+$188K	0.14%	76

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 $4.86B AUM 22.78% 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

New Insight Wealth Advisors's NUSC Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 8.7% in Q1 2026, selling an estimated $34K and leaving 7,656 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #85.

New Insight Wealth Advisors first reported a position in NUSC in Q4 2023 and has held it in 10 quarters since. The position peaked at $441K in Q4 2024. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

New Insight Wealth Advisors held 7,656 shares of Nuveen ESG Small-Cap ETF worth $345K as of Q1 2026.
New Insight Wealth Advisors sold 728 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $34K.
Nuveen ESG Small-Cap ETF made up 0.12% of New Insight Wealth Advisors's portfolio in Q1 2026, its #85 holding.
New Insight Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's Nuveen ESG Small-Cap ETF position peaked at $441K in Q4 2024.
265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.