Walsh & Associates’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Walsh & Associates’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	$120K	Hold	2,310	–	–	0.1%	79
2026 Q1	$104K	Buy	2,310 +300	+15%	+$14K	0.1%	76
2025 Q4	$89.7K	Buy	+2,010	New	+$89.6K	0.09%	85

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Walsh & Associates's NUSC Position: Q2 2026 in Review

Walsh & Associates held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 2,310 shares worth $120K. The position accounts for 0.1% of the portfolio, ranked #79.

Walsh & Associates 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.

Walsh & Associates held 2,310 shares of Nuveen ESG Small-Cap ETF worth $120K as of Q2 2026.
Walsh & Associates left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up 0.1% of Walsh & Associates's portfolio in Q2 2026, its #79 holding.
Walsh & Associates 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 Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.