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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

Steward Partners Investment Advisory's NUSC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 9.7% in Q1 2026, buying an estimated $10.5K and bringing the position to 2,542 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Steward Partners Investment Advisory first reported a position in NUSC in Q3 2020 and has held it in 23 quarters since. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

  • Steward Partners Investment Advisory held 2,542 shares of Nuveen ESG Small-Cap ETF worth $115K as of Q1 2026.
  • Steward Partners Investment Advisory bought 225 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $10.5K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2303 holding.
  • Steward Partners Investment Advisory first reported a position in Nuveen ESG Small-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • 265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.