O'Shaughnessy Asset Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

O'Shaughnessy Asset Management’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	$170K	Buy	3,267 +493	+18%	+$24.3K	﹤0.01%	2065
2026 Q1	$125K	Buy	2,774 +274	+11%	+$12.8K	﹤0.01%	2091
2025 Q4	$112K	Buy	2,500 +2,307	+1,195%	+$103K	﹤0.01%	2104
2025 Q3	$8.51K	Hold	193	–	–	﹤0.01%	2362
2025 Q2	$7.86K	Sell	193 -198	-51%	-$7.63K	﹤0.01%	2196
2025 Q1	$15K	Buy	+391	New	+$16.2K	﹤0.01%	2086

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

O'Shaughnessy Asset Management's NUSC Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 18% in Q2 2026, buying an estimated $24.3K and bringing the position to 3,267 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

O'Shaughnessy Asset Management first reported a position in NUSC in Q1 2025 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

O'Shaughnessy Asset Management held 3,267 shares of Nuveen ESG Small-Cap ETF worth $170K as of Q2 2026.
O'Shaughnessy Asset Management bought 493 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $24.3K.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2065 holding.
O'Shaughnessy Asset Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.