Continuum Advisory’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Continuum Advisory’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	$235K	Hold	4,506	–	–	0.02%	431
2026 Q1	$203K	Hold	4,506	–	–	0.02%	439
2025 Q4	$201K	Buy	+4,506	New	+$201K	0.02%	445
2025 Q2	–	Sell	-3,905	Closed	-$150K	–	1183
2025 Q1	$150K	Sell	3,905 -6	-0.2%	-$249	0.02%	447
2024 Q4	$164K	Buy	3,911 +2	+0.1%	+$87	0.02%	427
2024 Q3	$173K	Buy	3,909 +24	+0.6%	+$990	0.02%	421
2024 Q2	$153K	Sell	3,885 -6	-0.2%	-$238	0.02%	414
2024 Q1	$157K	Buy	+3,891	New	+$153K	0.02%	410

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

Continuum Advisory's NUSC Position: Q2 2026 in Review

Continuum Advisory held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 4,506 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #431.

Continuum Advisory first reported a position in NUSC in Q1 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Continuum Advisory held 4,506 shares of Nuveen ESG Small-Cap ETF worth $235K as of Q2 2026.
Continuum Advisory left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #431 holding.
Continuum Advisory first reported a position in Nuveen ESG Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.