Capital Advantage’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Capital Advantage’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	$382K	Buy	7,330 +81	+1%	+$3.98K	0.05%	109
2026 Q1	$327K	Buy	7,249 +355	+5%	+$16.6K	0.04%	116
2025 Q4	$308K	Buy	6,894 +1,440	+26%	+$64.2K	0.04%	122
2025 Q3	$241K	Buy	+5,454	New	+$232K	0.04%	131
2025 Q2	–	Sell	-7,096	Closed	-$297K	–	142
2025 Q1	$297K	Hold	7,096	–	–	0.05%	111
2024 Q4	$297K	Buy	+7,096	New	+$310K	0.05%	111

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

Capital Advantage's NUSC Position: Q2 2026 in Review

Capital Advantage increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.1% in Q2 2026, buying an estimated $3.98K and bringing the position to 7,330 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #109.

Capital Advantage first reported a position in NUSC in Q4 2024 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Capital Advantage held 7,330 shares of Nuveen ESG Small-Cap ETF worth $382K as of Q2 2026.
Capital Advantage bought 81 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $3.98K.
Nuveen ESG Small-Cap ETF made up 0.05% of Capital Advantage's portfolio in Q2 2026, its #109 holding.
Capital Advantage first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.