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

Anchor 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	$5.26K	Hold	101	–	–	﹤0.01%	990
2026 Q1	$4.55K	Hold	101	–	–	﹤0.01%	912
2025 Q4	$4.51K	Sell	101 -66	-40%	-$2.94K	﹤0.01%	903
2025 Q3	$7.37K	Hold	167	–	–	﹤0.01%	853
2025 Q2	$6.8K	Hold	167	–	–	﹤0.01%	856
2025 Q1	$6.4K	Hold	167	–	–	﹤0.01%	858
2024 Q4	$6.99K	Hold	167	–	–	﹤0.01%	850
2024 Q3	$7.15K	Hold	167	–	–	﹤0.01%	839
2024 Q2	$6.57K	Buy	+167	New	+$6.62K	﹤0.01%	808

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

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

Anchor Investment Management held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 101 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Anchor Investment Management first reported a position in NUSC in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.37K in Q3 2025. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Anchor Investment Management held 101 shares of Nuveen ESG Small-Cap ETF worth $5.26K as of Q2 2026.
Anchor 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 Anchor Investment Management's portfolio in Q2 2026, its #990 holding.
Anchor Investment Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Anchor Investment Management's Nuveen ESG Small-Cap ETF position peaked at $7.37K in Q3 2025.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.