Wealth Enhancement Advisory Services
NUSC icon

Wealth Enhancement Advisory Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.94M Buy
57,514
+467
+0.8% +$23K ﹤0.01% 1331
2026
Q1 		$2.6M Sell
57,047
-34,929
-38% -$1.63M 0.01% 1249
2025
Q4 		$4.27M Sell
91,976
-5,091
-5% -$227K 0.01% 1097
2025
Q3 		$4.29M Sell
97,067
-4,229
-4% -$180K 0.01% 1022
2025
Q2 		$4.26M Buy
101,296
+173
+0.2% +$6.67K 0.01% 967
2025
Q1 		$3.88M Sell
101,123
-3,132
-3% -$130K 0.01% 921
2024
Q4 		$4.37M Buy
104,255
+6,058
+6% +$264K 0.01% 846
2024
Q3 		$4.21M Buy
98,197
+1,682
+2% +$69.4K 0.01% 782
2024
Q2 		$3.8M Sell
96,515
-4,817
-5% -$191K 0.01% 767
2024
Q1 		$4.21M Sell
101,332
-3,178
-3% -$125K 0.01% 712
2023
Q4 		$4.09M Sell
104,510
-295
-0.3% -$10.4K 0.01% 663
2023
Q3 		$3.65M Buy
+104,805
New +$3.87M 0.01% 666
2022
Q1 		– Sell
-9,583
Closed -$372K – 322
2021
Q4 		$372K Buy
9,583
+846
+10% +$37.7K 0.01% 262
2021
Q3 		$394K Buy
8,737
+490
+6% +$21.6K 0.01% 259
2021
Q2 		$359K Buy
8,247
+777
+10% +$34.6K 0.01% 247
2021
Q1 		$328K Buy
7,470
+1,972
+36% +$83.2K 0.01% 240
2020
Q4 		$224K Buy
+5,498
New +$190K 0.01% 212

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

Wealth Enhancement Advisory Services's NUSC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.82% in Q2 2026, buying an estimated $23K and bringing the position to 57,514 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Wealth Enhancement Advisory Services first reported a position in NUSC in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.37M in Q4 2024. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 57,514 shares of Nuveen ESG Small-Cap ETF worth $2.94M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 467 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $23K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1331 holding.
  • Wealth Enhancement Advisory Services first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 17 quarters since.
  • Wealth Enhancement Advisory Services's Nuveen ESG Small-Cap ETF position peaked at $4.37M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.