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Timmons Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Timmons Wealth Management’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 		$27.2K Buy
522
+144
+38% +$7.08K 0.02% 59
2026
Q1 		$17K Hold
378
– – 0.02% 61
2025
Q4 		$16.9K Buy
+378
New +$16.9K 0.02% 64

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

Timmons Wealth Management's NUSC Position: Q2 2026 in Review

Timmons Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 38% in Q2 2026, buying an estimated $7.08K and bringing the position to 522 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #59.

Timmons Wealth Management first reported a position in NUSC in Q4 2025 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Timmons Wealth Management held 522 shares of Nuveen ESG Small-Cap ETF worth $27.2K as of Q2 2026.
  • Timmons Wealth Management bought 144 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $7.08K.
  • Nuveen ESG Small-Cap ETF made up 0.02% of Timmons Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Timmons Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Timmons Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.