Bond & Devick Financial Network’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Bond & Devick Financial Network’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	$399K	Hold	7,662	–	–	0.1%	124
2026 Q1	$345K	Hold	7,662	–	–	0.1%	129
2025 Q4	$342K	Sell	7,662 -140	-2%	-$6.24K	0.1%	128
2025 Q3	$344K	Sell	7,802 -460	-6%	-$19.6K	0.1%	121
2025 Q2	$337K	Hold	8,262	–	–	0.11%	121
2025 Q1	$317K	Sell	8,262 -775	-9%	-$32.2K	0.11%	116
2024 Q4	$387K	Hold	9,037	–	–	0.17%	105
2024 Q3	$387K	Hold	9,037	–	–	0.17%	105
2024 Q2	$356K	Buy	9,037 +277	+3%	+$11K	0.19%	97
2024 Q1	$364K	Hold	8,760	–	–	0.2%	92
2023 Q4	$343K	Hold	8,760	–	–	0.19%	94
2023 Q3	$305K	Hold	8,760	–	–	0.2%	94
2023 Q2	$324K	Hold	8,760	–	–	0.2%	94
2023 Q1	$310K	Buy	8,760 +868	+11%	+$31.6K	0.2%	93
2022 Q4	$270K	Buy	7,892 +610	+8%	+$21.3K	0.19%	102
2022 Q3	$233K	Buy	+7,282	New	+$256K	0.19%	101
2022 Q2	–	Sell	-5,228	Closed	-$208K	–	109
2022 Q1	$208K	Buy	+5,228	New	+$206K	0.17%	105

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

Bond & Devick Financial Network's NUSC Position: Q2 2026 in Review

Bond & Devick Financial Network held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 7,662 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #124.

Bond & Devick Financial Network first reported a position in NUSC in Q1 2022 and has held it in 17 quarters since. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Bond & Devick Financial Network held 7,662 shares of Nuveen ESG Small-Cap ETF worth $399K as of Q2 2026.
Bond & Devick Financial Network left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up 0.1% of Bond & Devick Financial Network's portfolio in Q2 2026, its #124 holding.
Bond & Devick Financial Network first reported a position in Nuveen ESG Small-Cap ETF in Q1 2022 and has held it in 17 quarters since.
267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.