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Bragg Financial Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Bragg Financial 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 		$830K Sell
15,918
-441
-3% -$21.7K 0.02% 245
2026
Q1 		$737K Buy
16,359
+896
+6% +$41.8K 0.02% 239
2025
Q4 		$690K Buy
15,463
+483
+3% +$21.5K 0.02% 241
2025
Q3 		$661K Buy
14,980
+302
+2% +$12.8K 0.02% 243
2025
Q2 		$598K Buy
14,678
+1,044
+8% +$40.2K 0.02% 250
2025
Q1 		$523K Buy
13,634
+657
+5% +$27.3K 0.02% 251
2024
Q4 		$544K Sell
12,977
-520
-4% -$22.7K 0.02% 251
2024
Q3 		$578K Buy
13,497
+93
+0.7% +$3.83K 0.02% 236
2024
Q2 		$527K Buy
13,404
+743
+6% +$29.5K 0.02% 236
2024
Q1 		$527K Buy
12,661
+739
+6% +$29K 0.02% 237
2023
Q4 		$466K Buy
11,922
+424
+4% +$14.9K 0.02% 243
2023
Q3 		$400K Buy
11,498
+165
+1% +$6.09K 0.02% 252
2023
Q2 		$419K Buy
11,333
+397
+4% +$14K 0.02% 254
2023
Q1 		$387K Sell
10,936
-163
-1% -$5.93K 0.02% 253
2022
Q4 		$379K Buy
11,099
+162
+1% +$5.65K 0.02% 248
2022
Q3 		$351K Buy
10,937
+265
+2% +$9.33K 0.02% 242
2022
Q2 		$350K Buy
10,672
+627
+6% +$22.6K 0.02% 256
2022
Q1 		$400K Buy
10,045
+3,715
+59% +$147K 0.02% 262
2021
Q4 		$275K Hold
6,330
– – 0.02% 274
2021
Q3 		$275K Hold
6,330
– – 0.02% 274
2021
Q2 		$286K Buy
6,330
+130
+2% +$5.78K 0.02% 275
2021
Q1 		$267K Hold
6,200
– – 0.02% 272
2020
Q4 		$238K Buy
+6,200
New +$214K 0.02% 263

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

Bragg Financial Advisors's NUSC Position: Q2 2026 in Review

Bragg Financial Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.7% in Q2 2026, selling an estimated $21.7K and leaving 15,918 shares worth $830K. The position accounts for 0.02% of the portfolio, ranked #245.

Bragg Financial Advisors first reported a position in NUSC in Q4 2020 and has held it in 23 quarters since. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Bragg Financial Advisors held 15,918 shares of Nuveen ESG Small-Cap ETF worth $830K as of Q2 2026.
  • Bragg Financial Advisors sold 441 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $21.7K.
  • Nuveen ESG Small-Cap ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q2 2026, its #245 holding.
  • Bragg Financial Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.