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RFG Advisory’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

RFG Advisory’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 		– Sell
-6,794
Closed -$303K – 1098
2025
Q4 		$303K Buy
+6,794
New +$303K 0.01% 840

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

RFG Advisory's NUSC Position: Q1 2026 in Review

RFG Advisory sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2026, closing a stake of 6,794 shares — an estimated $303K sold.

RFG Advisory first reported a position in NUSC in Q4 2025 and held it in 1 quarter. The position peaked at $303K in Q4 2025. 266 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

  • RFG Advisory reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • RFG Advisory sold 6,794 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $303K.
  • RFG Advisory first reported a position in Nuveen ESG Small-Cap ETF in Q4 2025 and held it in 1 quarter.
  • RFG Advisory's Nuveen ESG Small-Cap ETF position peaked at $303K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on RFG Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.