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

Birchwood Financial Partners’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 		$48.6K Hold
933
– – 0.04% 173
2026
Q1 		$42K Buy
+933
New +$43.6K 0.04% 185

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Birchwood Financial Partners's NUSC Position: Q2 2026 in Review

Birchwood Financial Partners held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 933 shares worth $48.6K. The position accounts for 0.04% of the portfolio, ranked #173.

Birchwood Financial Partners first reported a position in NUSC in Q1 2026 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Birchwood Financial Partners held 933 shares of Nuveen ESG Small-Cap ETF worth $48.6K as of Q2 2026.
  • Birchwood Financial Partners left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
  • Nuveen ESG Small-Cap ETF made up 0.04% of Birchwood Financial Partners's portfolio in Q2 2026, its #173 holding.
  • Birchwood Financial Partners first reported a position in Nuveen ESG Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.