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

TriaGen 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 		$753K Sell
14,447
-24
-0.2% -$1.18K 0.19% 110
2026
Q1 		$652K Sell
14,471
-849
-6% -$39.6K 0.18% 105
2025
Q4 		$684K Hold
15,320
– – 0.18% 103
2025
Q3 		$676K Hold
15,320
– – 0.18% 109
2025
Q2 		$624K Buy
15,320
+28
+0.2% +$1.08K 0.19% 103
2025
Q1 		$586K Buy
15,292
+20
+0.1% +$830 0.21% 96
2024
Q4 		$640K Hold
15,272
– – 0.22% 87
2024
Q3 		$654K Buy
15,272
+381
+3% +$15.7K 0.22% 92
2024
Q2 		$586K Hold
14,891
– – 0.23% 92
2024
Q1 		$619K Buy
14,891
+26
+0.2% +$1.02K 0.26% 84
2023
Q4 		$581K Hold
14,865
– – 0.28% 83
2023
Q3 		$518K Hold
14,865
– – 0.26% 84
2023
Q2 		$550K Buy
14,865
+1,513
+11% +$53.5K 0.25% 93
2023
Q1 		$473K Buy
13,352
+271
+2% +$9.86K 0.24% 98
2022
Q4 		$447K Buy
13,081
+551
+4% +$19.2K 0.25% 98
2022
Q3 		$402K Buy
12,530
+180
+1% +$6.34K 0.22% 101
2022
Q2 		$405K Buy
12,350
+211
+2% +$7.59K 0.29% 84
2022
Q1 		$484K Sell
12,139
-697
-5% -$27.5K 0.25% 99
2021
Q4 		$539K Buy
12,836
+48
+0.4% +$2.14K 0.27% 95
2021
Q3 		$556K Sell
12,788
-10
-0.1% -$441 0.3% 90
2021
Q2 		$564K Buy
12,798
+493
+4% +$21.9K 0.29% 95
2021
Q1 		$529K Buy
12,305
+900
+8% +$38K 0.3% 89
2020
Q4 		$437K Buy
+11,405
New +$394K 0.26% 105

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

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

TriaGen Wealth Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.17% in Q2 2026, selling an estimated $1.18K and leaving 14,447 shares worth $753K. The position accounts for 0.19% of the portfolio, ranked #110.

TriaGen 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.

  • TriaGen Wealth Management held 14,447 shares of Nuveen ESG Small-Cap ETF worth $753K as of Q2 2026.
  • TriaGen Wealth Management sold 24 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $1.18K.
  • Nuveen ESG Small-Cap ETF made up 0.19% of TriaGen Wealth Management's portfolio in Q2 2026, its #110 holding.
  • TriaGen 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 TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.