Abound Financial’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Abound Financial’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	$273K	Buy	5,239 +1,131	+28%	+$55.6K	0.11%	55
2026 Q1	$185K	Sell	4,108 -331	-7%	-$15.5K	0.08%	61
2025 Q4	$198K	Sell	4,439 -248	-5%	-$11.1K	0.08%	61
2025 Q3	$207K	Buy	+4,687	New	+$199K	0.08%	66
2025 Q2	–	Sell	-5,080	Closed	-$195K	–	194
2025 Q1	$195K	Sell	5,080 -983	-16%	-$40.8K	0.1%	67
2024 Q4	$254K	Buy	+6,063	New	+$265K	0.13%	57

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

Abound Financial's NUSC Position: Q2 2026 in Review

Abound Financial increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 28% in Q2 2026, buying an estimated $55.6K and bringing the position to 5,239 shares worth $273K. The position accounts for 0.11% of the portfolio, ranked #55.

Abound Financial first reported a position in NUSC in Q4 2024 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Abound Financial held 5,239 shares of Nuveen ESG Small-Cap ETF worth $273K as of Q2 2026.
Abound Financial bought 1,131 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $55.6K.
Nuveen ESG Small-Cap ETF made up 0.11% of Abound Financial's portfolio in Q2 2026, its #55 holding.
Abound Financial first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.