CFS
NUSC icon

CGC Financial Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

CGC Financial Services’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 		$403K Buy
7,739
+340
+5% +$16.7K 0.09% 47
2026
Q1 		$333K Buy
7,399
+179
+2% +$8.36K 0.1% 47
2025
Q4 		$322K Sell
7,220
-1,424
-16% -$63.5K 0.09% 47
2025
Q3 		$381K Sell
8,644
-44,429
-84% -$1.89M 0.11% 38
2025
Q2 		$2.16M Buy
53,073
+673
+1% +$25.9K 0.73% 13
2025
Q1 		$2.01M Buy
52,400
+985
+2% +$40.9K 0.79% 11
2024
Q4 		$2.15M Sell
51,415
-398
-0.8% -$17.4K 0.86% 11
2024
Q3 		$2.22M Buy
51,813
+194
+0.4% +$8K 0.89% 10
2024
Q2 		$2.03M Buy
51,619
+393
+0.8% +$15.6K 0.88% 10
2024
Q1 		$2.13M Buy
51,226
+218
+0.4% +$8.55K 1.12% 8
2023
Q4 		$1.99M Buy
51,008
+2,606
+5% +$91.7K 0.91% 13
2023
Q3 		$1.69M Sell
48,402
-214
-0.4% -$7.89K 1.18% 8
2023
Q2 		$1.8M Buy
+48,616
New +$1.72M 1.17% 8

Other funds holding NUSC

DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return