Allodium Investment Consultants’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Allodium Investment Consultants’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	$6.8M	Buy	130,437 +7,731	+6%	+$380K	2.89%	10
2026 Q1	$5.53M	Sell	122,706 -13,605	-10%	-$635K	2.65%	11
2025 Q4	$6.09M	Sell	136,311 -2,384	-2%	-$106K	3.08%	10
2025 Q3	$6.12M	Buy	138,695 +3,956	+3%	+$168K	3.45%	10
2025 Q2	$5.49M	Sell	134,739 -7,877	-6%	-$304K	3.47%	9
2025 Q1	$5.47M	Buy	142,616 +31,248	+28%	+$1.3M	4.04%	9
2024 Q4	$4.66M	Buy	+111,368	New	+$4.86M	3.9%	8

Other funds holding NUSC

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allodium Investment Consultants's NUSC Position: Q2 2026 in Review

Allodium Investment Consultants increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 6.3% in Q2 2026, buying an estimated $380K and bringing the position to 130,437 shares worth $6.8M. The position accounts for 2.89% of the portfolio, ranked #10.

Allodium Investment Consultants first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Allodium Investment Consultants held 130,437 shares of Nuveen ESG Small-Cap ETF worth $6.8M as of Q2 2026.
Allodium Investment Consultants bought 7,731 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $380K.
Nuveen ESG Small-Cap ETF made up 2.89% of Allodium Investment Consultants's portfolio in Q2 2026, its #10 holding.
Allodium Investment Consultants first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
188 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.