BridgePort Financial Solutions’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

BridgePort Financial Solutions’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	$258K	Sell	4,947 -129	-3%	-$6.35K	0.07%	199
2026 Q1	$229K	Sell	5,076 -131	-3%	-$6.12K	0.06%	210
2025 Q4	$232K	Sell	5,207 -68	-1%	-$3.03K	0.06%	215
2025 Q3	$233K	Buy	+5,275	New	+$224K	0.06%	211

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

BridgePort Financial Solutions's NUSC Position: Q2 2026 in Review

BridgePort Financial Solutions reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.5% in Q2 2026, selling an estimated $6.35K and leaving 4,947 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #199.

BridgePort Financial Solutions first reported a position in NUSC in Q3 2025 and has held it in 4 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

BridgePort Financial Solutions held 4,947 shares of Nuveen ESG Small-Cap ETF worth $258K as of Q2 2026.
BridgePort Financial Solutions sold 129 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $6.35K.
Nuveen ESG Small-Cap ETF made up 0.07% of BridgePort Financial Solutions's portfolio in Q2 2026, its #199 holding.
BridgePort Financial Solutions first reported a position in Nuveen ESG Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.