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

Resonant Capital 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 		$467K Buy
8,959
+24
+0.3% +$1.18K 0.02% 305
2026
Q1 		$403K Sell
8,935
-46
-0.5% -$2.15K 0.02% 313
2025
Q4 		$401K Buy
8,981
+12
+0.1% +$535 0.02% 287
2025
Q3 		$396K Buy
8,969
+3
+0% +$128 0.02% 285
2025
Q2 		$365K Hold
8,966
– – 0.02% 293
2025
Q1 		$344K Hold
8,966
– – 0.02% 262
2024
Q4 		$376K Buy
8,966
+7
+0.1% +$306 0.03% 236
2024
Q3 		$384K Hold
8,959
– – 0.03% 237
2024
Q2 		$352K Sell
8,959
-141
-2% -$5.59K 0.03% 242
2024
Q1 		$378K Buy
9,100
+648
+8% +$25.4K 0.03% 229
2023
Q4 		$330K Hold
8,452
– – 0.03% 224
2023
Q3 		$294K Hold
8,452
– – 0.03% 216
2023
Q2 		$313K Hold
8,452
– – 0.03% 207
2023
Q1 		$299K Sell
8,452
-240
-3% -$8.73K 0.03% 200
2022
Q4 		$297K Hold
8,692
– – 0.04% 216
2022
Q3 		$279K Sell
8,692
-123
-1% -$4.33K 0.04% 192
2022
Q2 		$289K Hold
8,815
– – 0.05% 200
2022
Q1 		$353K Sell
8,815
-127
-1% -$5.02K 0.05% 170
2021
Q4 		$376K Hold
8,942
– – 0.06% 155
2021
Q3 		$389K Hold
8,942
– – 0.07% 147
2021
Q2 		$404K Buy
8,942
+975
+12% +$43.4K 0.08% 126
2021
Q1 		$343K Buy
7,967
+1,449
+22% +$61.2K 0.07% 141
2020
Q4 		$250K Buy
+6,518
New +$225K 0.06% 158

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

Resonant Capital Advisors's NUSC Position: Q2 2026 in Review

Resonant Capital Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.27% in Q2 2026, buying an estimated $1.18K and bringing the position to 8,959 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #305.

Resonant Capital Advisors first reported a position in NUSC in Q4 2020 and has held it in 23 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Resonant Capital Advisors held 8,959 shares of Nuveen ESG Small-Cap ETF worth $467K as of Q2 2026.
  • Resonant Capital Advisors bought 24 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $1.18K.
  • Nuveen ESG Small-Cap ETF made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #305 holding.
  • Resonant Capital Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.