Schneider Downs Wealth Management Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Schneider Downs Wealth Management 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	$547K	Buy	10,503 +21	+0.2%	+$1.03K	0.05%	102
2026 Q1	$472K	Buy	10,482 +284	+3%	+$13.3K	0.05%	101
2025 Q4	$455K	Hold	10,198	–	–	0.05%	102
2025 Q3	$450K	Buy	10,198 +463	+5%	+$19.7K	0.05%	102
2025 Q2	$397K	Sell	9,735 -4,610	-32%	-$178K	0.06%	104
2025 Q1	$550K	Buy	14,345 +993	+7%	+$41.2K	0.1%	80
2024 Q4	$559K	Buy	13,352 +8,548	+178%	+$373K	0.11%	80
2024 Q3	$206K	Buy	+4,804	New	+$198K	0.04%	137
2024 Q2	–	Sell	-5,004	Closed	-$208K	–	134
2024 Q1	$208K	Buy	+5,004	New	+$196K	0.05%	129

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

Schneider Downs Wealth Management Advisors's NUSC Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.2% in Q2 2026, buying an estimated $1.03K and bringing the position to 10,503 shares worth $547K. The position accounts for 0.05% of the portfolio, ranked #102.

Schneider Downs Wealth Management Advisors first reported a position in NUSC in Q1 2024 and has held it in 9 quarters since. The position peaked at $559K in Q4 2024. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Schneider Downs Wealth Management Advisors held 10,503 shares of Nuveen ESG Small-Cap ETF worth $547K as of Q2 2026.
Schneider Downs Wealth Management Advisors bought 21 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $1.03K.
Nuveen ESG Small-Cap ETF made up 0.05% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #102 holding.
Schneider Downs Wealth Management Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Schneider Downs Wealth Management Advisors's Nuveen ESG Small-Cap ETF position peaked at $559K in Q4 2024.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.