Palisades Hudson Asset Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Palisades Hudson 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 Q1	$5.05M	Buy	112,146 +4,177	+4%	+$195K	1.97%	17
2025 Q4	$4.82M	Buy	107,969 +8,993	+9%	+$401K	1.87%	18
2025 Q3	$4.37M	Buy	98,976 +4,734	+5%	+$201K	1.58%	19
2025 Q2	$3.84M	Buy	94,242 +16,987	+22%	+$655K	1.5%	19
2025 Q1	$2.96M	Buy	77,255 +4,351	+6%	+$181K	1.34%	20
2024 Q4	$3.05M	Buy	72,904 +1,610	+2%	+$70.3K	1.29%	20
2024 Q3	$3.05M	Buy	71,294 +17,674	+33%	+$729K	1.29%	20
2024 Q2	$2.11M	Hold	53,620	–	–	0.97%	23
2024 Q1	$2.23M	Buy	53,620 +16,884	+46%	+$662K	1.02%	21
2023 Q4	$1.44M	Buy	36,736 +1,520	+4%	+$53.5K	0.7%	23
2023 Q3	$1.23M	Hold	35,216	–	–	0.67%	26
2023 Q2	$1.3M	Buy	35,216 +10,491	+42%	+$371K	0.68%	24
2023 Q1	$876K	Buy	24,725 +8,298	+51%	+$302K	0.47%	28
2022 Q4	$561K	Buy	+16,427	New	+$573K	0.31%	44
2022 Q3	–	Sell	-7,719	Closed	-$253K	–	102
2022 Q2	$253K	Hold	7,719	–	–	0.14%	81
2022 Q1	$308K	Buy	7,719 +552	+8%	+$21.8K	0.14%	83
2021 Q4	$301K	Buy	+7,167	New	+$319K	0.13%	89

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 $952M AUM 22.68% 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 $8.18B AUM 28.28% 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 $1.69B AUM 28.29% 1-Year Est. Return

Palisades Hudson Asset Management's NUSC Position: Q1 2026 in Review

Palisades Hudson Asset Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.9% in Q1 2026, buying an estimated $195K and bringing the position to 112,146 shares worth $5.05M. The position accounts for 1.97% of the portfolio, ranked #17.

Palisades Hudson Asset Management first reported a position in NUSC in Q4 2021 and has held it in 17 quarters since. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

Palisades Hudson Asset Management held 112,146 shares of Nuveen ESG Small-Cap ETF worth $5.05M as of Q1 2026.
Palisades Hudson Asset Management bought 4,177 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $195K.
Nuveen ESG Small-Cap ETF made up 1.97% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #17 holding.
Palisades Hudson Asset Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.