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

Coldstream Capital Management’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	$4.93M	Sell	94,514 -87,103	-48%	-$4.29M	0.06%	159
2026 Q1	$8.18M	Sell	181,617 -11,084	-6%	-$518K	0.1%	106
2025 Q4	$8.6M	Sell	192,701 -6,505	-3%	-$290K	0.11%	101
2025 Q3	$8.79M	Buy	199,206 +91,871	+86%	+$3.91M	0.12%	100
2025 Q2	$4.37M	Buy	+107,335	New	+$4.14M	0.07%	154

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

Coldstream Capital Management's NUSC Position: Q2 2026 in Review

Coldstream Capital Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 48% in Q2 2026, selling an estimated $4.29M and leaving 94,514 shares worth $4.93M. The position accounts for 0.06% of the portfolio, ranked #159.

Coldstream Capital Management first reported a position in NUSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.79M in Q3 2025. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Coldstream Capital Management held 94,514 shares of Nuveen ESG Small-Cap ETF worth $4.93M as of Q2 2026.
Coldstream Capital Management sold 87,103 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $4.29M.
Nuveen ESG Small-Cap ETF made up 0.06% of Coldstream Capital Management's portfolio in Q2 2026, its #159 holding.
Coldstream Capital Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Coldstream Capital Management's Nuveen ESG Small-Cap ETF position peaked at $8.79M in Q3 2025.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.