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 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

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

CWC Advisors's NUSC Position: Q2 2026 in Review

CWC Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.02% in Q2 2026, selling an estimated $49 and leaving 5,157 shares worth $269K. The position accounts for 0.12% of the portfolio, ranked #136.

CWC Advisors first reported a position in NUSC in Q3 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

CWC Advisors held 5,157 shares of Nuveen ESG Small-Cap ETF worth $269K as of Q2 2026.
CWC Advisors sold 1 Nuveen ESG Small-Cap ETF share in Q2 2026, an estimated $49.
Nuveen ESG Small-Cap ETF made up 0.12% of CWC Advisors's portfolio in Q2 2026, its #136 holding.
CWC Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q3 2024 and has held it in 7 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.