WFAG
NUSC icon

Wescott Financial Advisory Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Wescott Financial Advisory Group’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
Q1 		$2.32M Sell
51,511
-471
-0.9% -$22K 0.2% 58
2025
Q4 		$2.32M Buy
51,982
+1,083
+2% +$48.3K 0.2% 61
2025
Q3 		$2.24M Buy
50,899
+6,980
+16% +$297K 0.2% 58
2025
Q2 		$1.79M Buy
43,919
+1,562
+4% +$60.2K 0.17% 62
2025
Q1 		$1.62M Buy
42,357
+1,096
+3% +$45.5K 0.17% 61
2024
Q4 		$1.73M Buy
41,261
+231
+0.6% +$10.1K 0.18% 61
2024
Q3 		$1.76M Buy
41,030
+638
+2% +$26.3K 0.19% 63
2024
Q2 		$1.59M Buy
40,392
+1,493
+4% +$59.2K 0.18% 65
2024
Q1 		$1.62M Buy
38,899
+1,500
+4% +$58.8K 0.2% 58
2023
Q4 		$1.46M Buy
37,399
+936
+3% +$32.9K 0.2% 57
2023
Q3 		$1.27M Buy
36,463
+1,141
+3% +$42.1K 0.23% 59
2023
Q2 		$1.31M Buy
35,322
+280
+0.8% +$9.89K 0.23% 60
2023
Q1 		$1.24M Buy
35,042
+2,798
+9% +$102K 0.27% 55
2022
Q4 		$1.1M Sell
32,244
-133
-0.4% -$4.64K 0.24% 59
2022
Q3 		$1.04M Buy
32,377
+3,581
+12% +$126K 0.29% 48
2022
Q2 		$945K Buy
28,796
+3,892
+16% +$140K 0.26% 56
2022
Q1 		$992K Buy
24,904
+4,557
+22% +$180K 0.26% 54
2021
Q4 		$855K Buy
20,347
+5,396
+36% +$240K 0.44% 28
2021
Q3 		$650K Buy
14,951
+296
+2% +$13.1K 0.37% 32
2021
Q2 		$645K Buy
14,655
+3,852
+36% +$171K 0.38% 29
2021
Q1 		$465K Buy
10,803
+3,165
+41% +$134K 0.3% 35
2020
Q4 		$293K Buy
+7,638
New +$264K 0.21% 44

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $26B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Wescott Financial Advisory Group's NUSC Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.91% in Q1 2026, selling an estimated $22K and leaving 51,511 shares worth $2.32M. The position accounts for 0.2% of the portfolio, ranked #58.

Wescott Financial Advisory Group first reported a position in NUSC in Q4 2020 and has held it in 22 quarters since. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

  • Wescott Financial Advisory Group held 51,511 shares of Nuveen ESG Small-Cap ETF worth $2.32M as of Q1 2026.
  • Wescott Financial Advisory Group sold 471 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $22K.
  • Nuveen ESG Small-Cap ETF made up 0.2% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #58 holding.
  • Wescott Financial Advisory Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.