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

Tradition 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 		$640K Sell
12,288
-67
-0.5% -$3.3K 0.04% 267
2026
Q1 		$557K Sell
12,355
-92
-0.7% -$4.3K 0.04% 274
2025
Q4 		$556K Buy
12,447
+71
+0.6% +$3.17K 0.04% 272
2025
Q3 		$546K Sell
12,376
-23
-0.2% -$978 0.04% 272
2025
Q2 		$505K Sell
12,399
-1,040
-8% -$40.1K 0.04% 264
2025
Q1 		$515K Buy
13,439
+1,764
+15% +$73.2K 0.05% 245
2024
Q4 		$489K Sell
11,675
-1,475
-11% -$64.4K 0.04% 249
2024
Q3 		$563K Sell
13,150
-94
-0.7% -$3.88K 0.05% 228
2024
Q2 		$521K Sell
13,244
-486
-4% -$19.3K 0.05% 224
2024
Q1 		$571K Sell
13,730
-889
-6% -$34.9K 0.06% 205
2023
Q4 		$572K Buy
14,619
+790
+6% +$27.8K 0.06% 170
2023
Q3 		$482K Buy
13,829
+229
+2% +$8.45K 0.06% 180
2023
Q2 		$503K Buy
13,600
+288
+2% +$10.2K 0.06% 178
2023
Q1 		$471K Buy
13,312
+475
+4% +$17.3K 0.06% 179
2022
Q4 		$439K Buy
12,837
+949
+8% +$33.1K 0.06% 172
2022
Q3 		$381K Buy
11,888
+223
+2% +$7.85K 0.06% 186
2022
Q2 		$383K Buy
11,665
+26
+0.2% +$935 0.06% 185
2022
Q1 		$464K Buy
11,639
+1,930
+20% +$76.2K 0.06% 196
2021
Q4 		$408K Buy
9,709
+3,999
+70% +$178K 0.05% 203
2021
Q3 		$248K Buy
5,710
+341
+6% +$15K 0.04% 244
2021
Q2 		$242K Buy
5,369
+584
+12% +$26K 0.04% 255
2021
Q1 		$206K Buy
4,785
+747
+18% +$31.5K 0.04% 250
2020
Q4 		$155K Buy
+4,038
New +$140K 0.03% 253

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

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

Tradition Wealth Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.54% in Q2 2026, selling an estimated $3.3K and leaving 12,288 shares worth $640K. The position accounts for 0.04% of the portfolio, ranked #267.

Tradition Wealth Management first reported a position in NUSC in Q4 2020 and has held it in 23 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Tradition Wealth Management held 12,288 shares of Nuveen ESG Small-Cap ETF worth $640K as of Q2 2026.
  • Tradition Wealth Management sold 67 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $3.3K.
  • Nuveen ESG Small-Cap ETF made up 0.04% of Tradition Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Tradition Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.