Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Steward Partners Investment 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
Q2 		$140K Buy
2,691
+149
+6% +$7.33K ﹤0.01% 2420
2026
Q1 		$115K Buy
2,542
+225
+10% +$10.5K ﹤0.01% 2303
2025
Q4 		$103K Sell
2,317
-53
-2% -$2.36K ﹤0.01% 2273
2025
Q3 		$105K Buy
2,370
+68
+3% +$2.89K ﹤0.01% 2209
2025
Q2 		$93.8K Sell
2,302
-213
-8% -$8.21K ﹤0.01% 2149
2025
Q1 		$96.4K Sell
2,515
-11
-0.4% -$456 ﹤0.01% 2034
2024
Q4 		$106K Buy
2,526
+829
+49% +$36.2K ﹤0.01% 1947
2024
Q3 		$72.7K Buy
1,697
+577
+52% +$23.8K ﹤0.01% 2042
2024
Q2 		$44K Sell
1,120
-3
-0.3% -$119 ﹤0.01% 2164
2024
Q1 		$46.7K Buy
1,123
+117
+12% +$4.59K ﹤0.01% 2153
2023
Q4 		$39.3K Buy
1,006
+68
+7% +$2.39K ﹤0.01% 2097
2023
Q3 		$32.6K Hold
938
– – ﹤0.01% 2098
2023
Q2 		$34.7K Buy
938
+161
+21% +$5.69K ﹤0.01% 2038
2023
Q1 		$27.5K Sell
777
-161
-17% -$5.86K ﹤0.01% 2113
2022
Q4 		$32K Buy
938
+5
+0.5% +$174 ﹤0.01% 2012
2022
Q3 		$30K Buy
933
+284
+44% +$10K ﹤0.01% 2030
2022
Q2 		$21K Buy
649
+55
+9% +$1.98K ﹤0.01% 2206
2022
Q1 		$24K Sell
594
-739
-55% -$29.2K ﹤0.01% 2282
2021
Q4 		$56K Buy
1,333
+69
+5% +$3.08K ﹤0.01% 1856
2021
Q3 		$55K Buy
1,264
+33
+3% +$1.46K ﹤0.01% 1837
2021
Q2 		$56K Buy
1,231
+488
+66% +$21.7K ﹤0.01% 3085
2021
Q1 		$32K Buy
743
+610
+459% +$25.7K ﹤0.01% 2229
2020
Q4 		$5K Hold
133
– – ﹤0.01% 2519
2020
Q3 		$4K Buy
+133
New +$3.88K ﹤0.01% 2441

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
TIAA-CREF Individual & Institutional Services
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
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 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

Steward Partners Investment Advisory's NUSC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 5.9% in Q2 2026, buying an estimated $7.33K and bringing the position to 2,691 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Steward Partners Investment Advisory first reported a position in NUSC in Q3 2020 and has held it in 24 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Steward Partners Investment Advisory held 2,691 shares of Nuveen ESG Small-Cap ETF worth $140K as of Q2 2026.
  • Steward Partners Investment Advisory bought 149 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $7.33K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2420 holding.
  • Steward Partners Investment Advisory first reported a position in Nuveen ESG Small-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.