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

Wealth Enhancement Trust 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 		$418K Sell
8,027
-1,791
-18% -$88.1K 0.05% 222
2026
Q1 		$442K Buy
9,818
+210
+2% +$9.81K 0.05% 208
2025
Q4 		$429K Buy
+9,608
New +$428K 0.05% 208

Other funds holding NUSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 18% in Q2 2026, selling an estimated $88.1K and leaving 8,027 shares worth $418K. The position accounts for 0.05% of the portfolio, ranked #222.

Wealth Enhancement Trust Services first reported a position in NUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $442K in Q1 2026. 206 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Wealth Enhancement Trust Services held 8,027 shares of Nuveen ESG Small-Cap ETF worth $418K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 1,791 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $88.1K.
  • Nuveen ESG Small-Cap ETF made up 0.05% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #222 holding.
  • Wealth Enhancement Trust Services first reported a position in Nuveen ESG Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Nuveen ESG Small-Cap ETF position peaked at $442K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

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