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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
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

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

UMB Bank's NUSC Position: Q2 2026 in Review

UMB Bank reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.3% in Q2 2026, selling an estimated $24K and leaving 20,700 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #351.

UMB Bank first reported a position in NUSC in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.28M in Q2 2024. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • UMB Bank held 20,700 shares of Nuveen ESG Small-Cap ETF worth $1.08M as of Q2 2026.
  • UMB Bank sold 487 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $24K.
  • Nuveen ESG Small-Cap ETF made up 0.01% of UMB Bank's portfolio in Q2 2026, its #351 holding.
  • UMB Bank first reported a position in Nuveen ESG Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • UMB Bank's Nuveen ESG Small-Cap ETF position peaked at $1.28M in Q2 2024.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.