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WCG Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

WCG Wealth Advisors’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 		$12.4M Buy
237,572
+15,571
+7% +$766K 0.29% 88
2026
Q1 		$10M Buy
222,001
+387
+0.2% +$18.1K 0.28% 92
2025
Q4 		$9.9M Buy
221,614
+178,623
+415% +$7.96M 0.28% 89
2025
Q3 		$1.9M Sell
42,991
-141,575
-77% -$6.02M 0.12% 158
2025
Q2 		$7.52M Buy
184,566
+14,571
+9% +$562K 0.49% 62
2025
Q1 		$6.52M Sell
169,995
-5,759
-3% -$239K 0.5% 64
2024
Q4 		$7.36M Buy
175,754
+9,935
+6% +$434K 0.49% 69
2024
Q3 		$7.1M Buy
165,819
+5,986
+4% +$247K 0.48% 69
2024
Q2 		$6.29M Buy
159,833
+33,654
+27% +$1.33M 0.47% 65
2024
Q1 		$5.25M Sell
126,179
-3,198
-2% -$125K 0.44% 64
2023
Q4 		$5.06M Sell
129,377
-2,456
-2% -$86.4K 0.37% 68
2023
Q3 		$4.9M Buy
131,833
+1,469
+1% +$54.2K 0.36% 68
2023
Q2 		$4.81M Buy
130,364
+14,614
+13% +$516K 0.56% 46
2023
Q1 		$4.1M Buy
115,750
+12,459
+12% +$453K 0.53% 49
2022
Q4 		$3.53M Buy
103,291
+9,780
+10% +$341K 0.48% 52
2022
Q3 		$3.2M Sell
93,511
-730
-0.8% -$25.7K 0.42% 54
2022
Q2 		$3.09M Buy
+94,241
New +$3.39M 0.43% 52

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

WCG Wealth Advisors's NUSC Position: Q2 2026 in Review

WCG Wealth Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 7% in Q2 2026, buying an estimated $766K and bringing the position to 237,572 shares worth $12.4M. The position accounts for 0.29% of the portfolio, ranked #88.

WCG Wealth Advisors first reported a position in NUSC in Q2 2022 and has held it in 17 quarters since. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • WCG Wealth Advisors held 237,572 shares of Nuveen ESG Small-Cap ETF worth $12.4M as of Q2 2026.
  • WCG Wealth Advisors bought 15,571 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $766K.
  • Nuveen ESG Small-Cap ETF made up 0.29% of WCG Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • WCG Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.