CWC Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

CWC Advisors’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 Q3	$250K	Hold	5,157	–	–	0.12%	138
2026 Q2	$269K	Sell	5,157 -1	-0%	-$49	0.12%	136
2026 Q1	$232K	Hold	5,158	–	–	0.11%	136
2025 Q4	$230K	Buy	5,158 +3	+0.1%	+$134	0.11%	140
2025 Q3	$227K	Hold	5,155	–	–	0.11%	135
2025 Q2	$210K	Buy	+5,155	New	+$199K	0.11%	138
2025 Q1	–	Sell	-5,145	Closed	-$215K	–	142
2024 Q4	$215K	Buy	5,145 +41	+0.8%	+$1.79K	0.21%	111
2024 Q3	$219K	Buy	+5,104	New	+$210K	0.22%	113

Other funds holding NUSC

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

CWC Advisors's NUSC Position: Q3 2026 in Review

CWC Advisors held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q3 2026 at 5,157 shares worth $250K. The position accounts for 0.12% of the portfolio, ranked #138.

CWC Advisors first reported a position in NUSC in Q3 2024 and has held it in 8 quarters since. The position peaked at $269K in Q2 2026. 56 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

CWC Advisors held 5,157 shares of Nuveen ESG Small-Cap ETF worth $250K as of Q3 2026.
CWC Advisors left its Nuveen ESG Small-Cap ETF share count unchanged in Q3 2026.
Nuveen ESG Small-Cap ETF made up 0.12% of CWC Advisors's portfolio in Q3 2026, its #138 holding.
CWC Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's Nuveen ESG Small-Cap ETF position peaked at $269K in Q2 2026.
56 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.