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 Q2	$398K	Sell	7,636 -20	-0.3%	-$984	0.12%	87
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 $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New Insight Wealth Advisors's NUSC Position: Q2 2026 in Review

New Insight Wealth Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.26% in Q2 2026, selling an estimated $984 and leaving 7,636 shares worth $398K. The position accounts for 0.12% of the portfolio, ranked #87.

New Insight Wealth Advisors first reported a position in NUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $441K in Q4 2024. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

New Insight Wealth Advisors held 7,636 shares of Nuveen ESG Small-Cap ETF worth $398K as of Q2 2026.
New Insight Wealth Advisors sold 20 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $984.
Nuveen ESG Small-Cap ETF made up 0.12% of New Insight Wealth Advisors's portfolio in Q2 2026, its #87 holding.
New Insight Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
New Insight Wealth Advisors's Nuveen ESG Small-Cap ETF position peaked at $441K in Q4 2024.
267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.