Balanced Rock Investment Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Balanced Rock Investment Advisors’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	$343K	Sell	6,577 -2,014	-23%	-$99.1K	0.21%	80
2026 Q1	$387K	Sell	8,591 -358	-4%	-$16.7K	0.27%	70
2025 Q4	$400K	Sell	8,949 -164	-2%	-$7.31K	0.28%	67
2025 Q3	$402K	Sell	9,113 -459	-5%	-$19.5K	0.29%	69
2025 Q2	$390K	Sell	9,572 -4,061	-30%	-$157K	0.31%	69
2025 Q1	$523K	Sell	13,633 -518	-4%	-$21.5K	0.42%	41
2024 Q4	$593K	Sell	14,151 -1,389	-9%	-$60.6K	0.47%	38
2024 Q3	$666K	Sell	15,540 -542	-3%	-$22.3K	0.52%	37
2024 Q2	$633K	Sell	16,082 -148	-0.9%	-$5.87K	0.53%	38
2024 Q1	$675K	Sell	16,230 -104	-0.6%	-$4.08K	0.58%	34
2023 Q4	$639K	Buy	+16,334	New	+$574K	0.57%	42

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

Balanced Rock Investment Advisors's NUSC Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 23% in Q2 2026, selling an estimated $99.1K and leaving 6,577 shares worth $343K. The position accounts for 0.21% of the portfolio, ranked #80.

Balanced Rock Investment Advisors first reported a position in NUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $675K in Q1 2024. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Balanced Rock Investment Advisors held 6,577 shares of Nuveen ESG Small-Cap ETF worth $343K as of Q2 2026.
Balanced Rock Investment Advisors sold 2,014 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $99.1K.
Nuveen ESG Small-Cap ETF made up 0.21% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #80 holding.
Balanced Rock Investment Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Balanced Rock Investment Advisors's Nuveen ESG Small-Cap ETF position peaked at $675K in Q1 2024.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.