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

White Lighthouse 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 		$880K Buy
16,890
+900
+6% +$44.3K 0.11% 83
2026
Q1 		$721K Buy
15,990
+50
+0.3% +$2.33K 0.1% 91
2025
Q4 		$712K Buy
15,940
+1,811
+13% +$80.7K 0.1% 90
2025
Q3 		$623K Sell
14,129
-1,050
-7% -$44.7K 0.1% 89
2025
Q2 		$618K Buy
15,179
+870
+6% +$33.5K 0.1% 85
2025
Q1 		$549K Buy
14,309
+2,317
+19% +$96.2K 0.1% 87
2024
Q4 		$502K Sell
11,992
-90
-0.7% -$3.93K 0.09% 90
2024
Q3 		$518K Sell
12,082
-795
-6% -$32.8K 0.09% 84
2024
Q2 		$507K Buy
12,877
+650
+5% +$25.8K 0.1% 83
2024
Q1 		$509K Sell
12,227
-338
-3% -$13.3K 0.1% 83
2023
Q4 		$491K Sell
12,565
-2,353
-16% -$82.8K 0.11% 84
2023
Q3 		$519K Sell
14,918
-80
-0.5% -$2.95K 0.13% 78
2023
Q2 		$555K Buy
14,998
+461
+3% +$16.3K 0.13% 80
2023
Q1 		$515K Buy
14,537
+700
+5% +$25.5K 0.13% 79
2022
Q4 		$473K Buy
13,837
+890
+7% +$31.1K 0.13% 81
2022
Q3 		$415K Sell
12,947
-60
-0.5% -$2.11K 0.12% 80
2022
Q2 		$427K Buy
13,007
+44
+0.3% +$1.58K 0.12% 80
2022
Q1 		$516K Buy
12,963
+245
+2% +$9.68K 0.13% 77
2021
Q4 		$534K Buy
12,718
+793
+7% +$35.3K 0.13% 76
2021
Q3 		$518K Buy
11,925
+860
+8% +$38K 0.14% 77
2021
Q2 		$500K Buy
11,065
+608
+6% +$27K 0.14% 77
2021
Q1 		$450K Buy
10,457
+195
+2% +$8.23K 0.14% 78
2020
Q4 		$393K Buy
+10,262
New +$355K 0.13% 80

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

White Lighthouse Investment Management's NUSC Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 5.6% in Q2 2026, buying an estimated $44.3K and bringing the position to 16,890 shares worth $880K. The position accounts for 0.11% of the portfolio, ranked #83.

White Lighthouse Investment Management first reported a position in NUSC in Q4 2020 and has held it in 23 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • White Lighthouse Investment Management held 16,890 shares of Nuveen ESG Small-Cap ETF worth $880K as of Q2 2026.
  • White Lighthouse Investment Management bought 900 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $44.3K.
  • Nuveen ESG Small-Cap ETF made up 0.11% of White Lighthouse Investment Management's portfolio in Q2 2026, its #83 holding.
  • White Lighthouse Investment Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.