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

Curtis Advisory 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 Q1	$355K	Hold	7,870	–	–	0.08%	104
2025 Q4	$351K	Hold	7,870	–	–	0.07%	100
2025 Q3	$347K	Buy	7,870 +1,443	+22%	+$61.4K	0.08%	91
2025 Q2	$262K	Hold	6,427	–	–	0.07%	96
2025 Q1	$246K	Hold	6,427	–	–	0.07%	91
2024 Q4	$269K	Hold	6,427	–	–	0.07%	87
2024 Q3	$275K	Hold	6,427	–	–	0.08%	85
2024 Q2	$253K	Hold	6,427	–	–	0.09%	83
2024 Q1	$267K	Hold	6,427	–	–	0.1%	81
2023 Q4	$251K	Hold	6,427	–	–	0.11%	82
2023 Q3	$224K	Hold	6,427	–	–	0.07%	77
2023 Q2	$238K	Buy	+6,427	New	+$227K	0.08%	79

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

Curtis Advisory Group's NUSC Position: Q1 2026 in Review

Curtis Advisory Group held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q1 2026 at 7,870 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #104.

Curtis Advisory Group first reported a position in NUSC in Q2 2023 and has held it in 12 quarters since. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

Curtis Advisory Group held 7,870 shares of Nuveen ESG Small-Cap ETF worth $355K as of Q1 2026.
Curtis Advisory Group left its Nuveen ESG Small-Cap ETF share count unchanged in Q1 2026.
Nuveen ESG Small-Cap ETF made up 0.08% of Curtis Advisory Group's portfolio in Q1 2026, its #104 holding.
Curtis Advisory Group first reported a position in Nuveen ESG Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.