SMA
NUSC icon

Sage Mountain Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Sage Mountain 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 		$246K Hold
4,725
– – 0.02% 200
2026
Q1 		$213K Hold
4,725
– – 0.01% 194
2025
Q4 		$211K Hold
4,725
– – 0.01% 467
2025
Q3 		$208K Buy
+4,725
New +$201K 0.01% 458

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

Sage Mountain Advisors's NUSC Position: Q2 2026 in Review

Sage Mountain Advisors held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 4,725 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #200.

Sage Mountain Advisors first reported a position in NUSC in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Sage Mountain Advisors held 4,725 shares of Nuveen ESG Small-Cap ETF worth $246K as of Q2 2026.
  • Sage Mountain Advisors left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
  • Nuveen ESG Small-Cap ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #200 holding.
  • Sage Mountain Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.