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Wealthspire Advisors (New York)’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,152
Closed -$50.8K – 2257
2025
Q3 		$50.8K Buy
+1,152
New +$49K ﹤0.01% 1243
2019
Q1 		– Sell
-185
Closed -$5K – 558
2018
Q4 		$5K Buy
+185
New +$5.22K ﹤0.01% 649

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s NUSC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2025, closing a stake of 1,152 shares — an estimated $50.8K sold.

Wealthspire Advisors (New York) first reported a position in NUSC in Q4 2018 and held it in 2 quarters. The position peaked at $50.8K in Q3 2025. 259 funds tracked by Wall St. Rank hold NUSC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,152 Nuveen ESG Small-Cap ETF shares in Q4 2025, an estimated $50.8K.
  • Wealthspire Advisors (New York) first reported a position in Nuveen ESG Small-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Nuveen ESG Small-Cap ETF position peaked at $50.8K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.