Betterment LLC’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Betterment LLC’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	$1.11M	Buy	21,285 +306	+1%	+$15.1K	﹤0.01%	329
2026 Q1	$945K	Sell	20,979 -148	-0.7%	-$6.91K	﹤0.01%	333
2025 Q4	$943K	Sell	21,127 -531	-2%	-$23.7K	﹤0.01%	305
2025 Q3	$955K	Buy	21,658 +5,621	+35%	+$239K	﹤0.01%	292
2025 Q2	$653K	Buy	16,037 +2,347	+17%	+$90.5K	﹤0.01%	321
2025 Q1	$525K	Sell	13,690 -1,054	-7%	-$43.7K	﹤0.01%	333
2024 Q4	$617K	Buy	14,744 +3,595	+32%	+$157K	﹤0.01%	301
2024 Q3	$478K	Buy	11,149 +5,351	+92%	+$221K	﹤0.01%	314
2024 Q2	$228K	Buy	+5,798	New	+$230K	﹤0.01%	375

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

Betterment LLC's NUSC Position: Q2 2026 in Review

Betterment LLC increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.5% in Q2 2026, buying an estimated $15.1K and bringing the position to 21,285 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Betterment LLC first reported a position in NUSC in Q2 2024 and has held it in 9 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Betterment LLC held 21,285 shares of Nuveen ESG Small-Cap ETF worth $1.11M as of Q2 2026.
Betterment LLC bought 306 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $15.1K.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #329 holding.
Betterment LLC first reported a position in Nuveen ESG Small-Cap ETF in Q2 2024 and has held it in 9 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.