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

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

CGC Financial Services's NUSC Position: Q2 2026 in Review

CGC Financial Services increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 4.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 7,739 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #47.

CGC Financial Services first reported a position in NUSC in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.22M in Q3 2024. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

CGC Financial Services held 7,739 shares of Nuveen ESG Small-Cap ETF worth $403K as of Q2 2026.
CGC Financial Services bought 340 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $16.7K.
Nuveen ESG Small-Cap ETF made up 0.09% of CGC Financial Services's portfolio in Q2 2026, its #47 holding.
CGC Financial Services first reported a position in Nuveen ESG Small-Cap ETF in Q2 2023 and has held it in 13 quarters since.
CGC Financial Services's Nuveen ESG Small-Cap ETF position peaked at $2.22M in Q3 2024.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.