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WealthShield Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

WealthShield Partners’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 		– Sell
-32,555
Closed -$1.47M – 531
2026
Q1 		$1.47M Buy
32,555
+2,231
+7% +$104K 0.16% 149
2025
Q4 		$1.35M Buy
30,324
+57
+0.2% +$2.54K 0.15% 147
2025
Q3 		$1.33M Buy
30,267
+90
+0.3% +$3.83K 0.15% 149
2025
Q2 		$1.23M Sell
30,177
-4,619
-13% -$178K 0.15% 154
2025
Q1 		$1.33M Buy
34,796
+185
+0.5% +$7.68K 0.17% 137
2024
Q4 		$1.45M Buy
34,611
+1,156
+3% +$50.5K 0.21% 117
2024
Q3 		$1.43M Buy
33,455
+63
+0.2% +$2.6K 0.19% 127
2024
Q2 		$1.31M Buy
33,392
+394
+1% +$15.6K 0.2% 120
2024
Q1 		$1.37M Buy
32,998
+127
+0.4% +$4.98K 0.22% 119
2023
Q4 		$1.29M Buy
32,871
+1,801
+6% +$63.3K 0.21% 120
2023
Q3 		$1.08M Sell
31,070
-249
-0.8% -$9.19K 0.16% 139
2023
Q2 		$1.16M Buy
31,319
+27
+0.1% +$954 0.17% 135
2023
Q1 		$1.11M Sell
31,292
-495
-2% -$18K 0.18% 138
2022
Q4 		$1.09M Buy
31,787
+1,245
+4% +$43.4K 0.21% 123
2022
Q3 		$979K Sell
30,542
-61
-0.2% -$2.15K 0.19% 126
2022
Q2 		$1M Buy
30,603
+2,266
+8% +$81.5K 0.2% 123
2022
Q1 		$1.13M Buy
+28,337
New +$1.12M 0.18% 134
2021
Q2 		– Sell
-218
Closed -$9K – 1023
2021
Q1 		$9K Buy
+218
New +$9.2K ﹤0.01% 830
2020
Q4 		– Sell
-291
Closed -$9K – 366
2020
Q3 		$9K Hold
291
– – ﹤0.01% 351
2020
Q2 		$8K Hold
291
– – ﹤0.01% 297
2020
Q1 		$6K Hold
291
– – ﹤0.01% 233
2019
Q4 		$9K Sell
291
-91
-24% -$2.74K ﹤0.01% 247
2019
Q3 		$11K Buy
+382
New +$11.2K 0.01% 235
2019
Q2 		– Sell
-382
Closed -$11K – 266
2019
Q1 		$11K Buy
+382
New +$10.6K 0.01% 233

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

WealthShield Partners's NUSC Position: Q2 2026 in Review

WealthShield Partners sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026, closing a stake of 32,555 shares — an estimated $1.47M sold.

WealthShield Partners first reported a position in NUSC in Q1 2019 and held it in 24 quarters. The position peaked at $1.47M in Q1 2026. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • WealthShield Partners reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 32,555 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $1.47M.
  • WealthShield Partners first reported a position in Nuveen ESG Small-Cap ETF in Q1 2019 and held it in 24 quarters.
  • WealthShield Partners's Nuveen ESG Small-Cap ETF position peaked at $1.47M in Q1 2026.
  • 269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.