Columbia River Financial Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Columbia River Financial Group’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	$228K	Sell	4,380 -1,302	-23%	-$64.1K	0.12%	57
2026 Q1	$256K	Hold	5,682	–	–	0.15%	52
2025 Q4	$253K	Sell	5,682 -243	-4%	-$10.8K	0.16%	51
2025 Q3	$262K	Hold	5,925	–	–	0.16%	50
2025 Q2	$243K	Buy	5,925 +535	+10%	+$20.6K	0.16%	50
2025 Q1	$206K	Sell	5,390 -57	-1%	-$2.37K	0.14%	54
2024 Q4	$228K	Buy	+5,447	New	+$238K	0.16%	51

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

Columbia River Financial Group's NUSC Position: Q2 2026 in Review

Columbia River Financial Group reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 23% in Q2 2026, selling an estimated $64.1K and leaving 4,380 shares worth $228K. The position accounts for 0.12% of the portfolio, ranked #57.

Columbia River Financial Group first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q3 2025. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Columbia River Financial Group held 4,380 shares of Nuveen ESG Small-Cap ETF worth $228K as of Q2 2026.
Columbia River Financial Group sold 1,302 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $64.1K.
Nuveen ESG Small-Cap ETF made up 0.12% of Columbia River Financial Group's portfolio in Q2 2026, its #57 holding.
Columbia River Financial Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Columbia River Financial Group's Nuveen ESG Small-Cap ETF position peaked at $262K in Q3 2025.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.