Westside Investment Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Westside Investment Management’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	$13K	Hold	250	–	–	﹤0.01%	1051
2026 Q1	$11.3K	Hold	250	–	–	﹤0.01%	1075
2025 Q4	$11.2K	Hold	250	–	–	﹤0.01%	1042
2025 Q3	$11K	Hold	250	–	–	﹤0.01%	1063
2025 Q2	$10.2K	Hold	250	–	–	﹤0.01%	930
2025 Q1	$9.59K	Hold	250	–	–	﹤0.01%	689
2024 Q4	$10.5K	Hold	250	–	–	﹤0.01%	675
2024 Q3	$10.7K	Hold	250	–	–	﹤0.01%	670
2024 Q2	$9.84K	Hold	250	–	–	﹤0.01%	657
2024 Q1	$10.4K	Hold	250	–	–	﹤0.01%	619
2023 Q4	$9.78K	Hold	250	–	–	﹤0.01%	592
2023 Q3	$8.71K	Hold	250	–	–	﹤0.01%	610
2023 Q2	$9.25K	Hold	250	–	–	﹤0.01%	604
2023 Q1	$8.85K	Buy	+250	New	+$9.1K	﹤0.01%	611

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westside Investment Management's NUSC Position: Q2 2026 in Review

Westside Investment Management held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 250 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Westside Investment Management first reported a position in NUSC in Q1 2023 and has held it in 14 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Westside Investment Management held 250 shares of Nuveen ESG Small-Cap ETF worth $13K as of Q2 2026.
Westside Investment Management left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1051 holding.
Westside Investment Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.