UMB Bank
NUSC icon

UMB Bank’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

UMB Bank’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
Q3 		$962K Sell
19,829
-871
-4% -$44.5K 0.01% 363
2026
Q2 		$1.08M Sell
20,700
-487
-2% -$24K 0.01% 351
2026
Q1 		$955K Buy
21,187
+246
+1% +$11.5K 0.01% 363
2025
Q4 		$935K Sell
20,941
-57
-0.3% -$2.54K 0.01% 366
2025
Q3 		$926K Buy
20,998
+358
+2% +$15.2K 0.01% 344
2025
Q2 		$841K Buy
20,640
+1,429
+7% +$55.1K 0.01% 348
2025
Q1 		$737K Sell
19,211
-6,547
-25% -$272K 0.01% 360
2024
Q4 		$1.08M Sell
25,758
-387
-1% -$16.9K 0.02% 308
2024
Q3 		$1.12M Sell
26,145
-6,408
-20% -$264K 0.02% 316
2024
Q2 		$1.28M Buy
32,553
+6,086
+23% +$241K 0.02% 289
2024
Q1 		$1.1M Sell
26,467
-1,065
-4% -$41.8K 0.02% 314
2023
Q4 		$1.08M Sell
27,532
-260
-0.9% -$9.14K 0.02% 321
2023
Q3 		$968K Buy
27,792
+1,647
+6% +$60.8K 0.02% 325
2023
Q2 		$967K Sell
26,145
-2,130
-8% -$75.3K 0.01% 342
2023
Q1 		$1M Buy
28,275
+325
+1% +$11.8K 0.02% 335
2022
Q4 		$955K Sell
27,950
-318
-1% -$11.1K 0.02% 341
2022
Q3 		$906K Sell
28,268
-574
-2% -$20.2K 0.02% 356
2022
Q2 		$946K Buy
28,842
+3,440
+14% +$124K 0.01% 378
2022
Q1 		$1.01M Buy
25,402
+496
+2% +$19.6K 0.01% 386
2021
Q4 		$1.05M Buy
24,906
+303
+1% +$13.5K 0.01% 385
2021
Q3 		$1.07M Buy
24,603
+1,585
+7% +$69.9K 0.02% 233
2021
Q2 		$1.04M Buy
23,018
+1,205
+6% +$53.6K 0.02% 229
2021
Q1 		$938K Buy
21,813
+363
+2% +$15.3K 0.02% 227
2020
Q4 		$823K Buy
21,450
+7,669
+56% +$265K 0.02% 233
2020
Q3 		$379K Hold
13,781
– – 0.01% 275
2020
Q2 		$379K Buy
13,781
+1,888
+16% +$47.4K 0.01% 275
2020
Q1 		$257K Sell
11,893
-145
-1% -$4.08K 0.01% 291
2019
Q4 		$375K Sell
12,038
-510
-4% -$15.3K 0.01% 292
2019
Q3 		$367K Buy
12,548
+1,886
+18% +$55.2K 0.01% 303
2019
Q2 		$315K Buy
10,662
+3,695
+53% +$108K 0.01% 303
2019
Q1 		$200K Buy
+6,967
New +$194K 0.01% 342

Other funds holding NUSC

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UMB Bank's NUSC Position: Q3 2026 in Review

UMB Bank reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 4.2% in Q3 2026, selling an estimated $44.5K and leaving 19,829 shares worth $962K. The position accounts for 0.01% of the portfolio, ranked #363.

UMB Bank first reported a position in NUSC in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.28M in Q2 2024. 202 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • UMB Bank held 19,829 shares of Nuveen ESG Small-Cap ETF worth $962K as of Q3 2026.
  • UMB Bank sold 871 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $44.5K.
  • Nuveen ESG Small-Cap ETF made up 0.01% of UMB Bank's portfolio in Q3 2026, its #363 holding.
  • UMB Bank first reported a position in Nuveen ESG Small-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • UMB Bank's Nuveen ESG Small-Cap ETF position peaked at $1.28M in Q2 2024.
  • 202 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on UMB Bank's 13F filing for Q3 2026, filed 6 Nov 2026.