D.J. St. Germain’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

D.J. St. Germain’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	$3.46M	Buy	66,431 +1,383	+2%	+$68K	0.12%	111
2026 Q1	$2.93M	Buy	65,048 +1,577	+2%	+$73.6K	0.12%	111
2025 Q4	$2.83M	Buy	63,471 +4,656	+8%	+$208K	0.11%	119
2025 Q3	$2.59M	Buy	58,815 +3,073	+6%	+$131K	0.1%	119
2025 Q2	$2.27M	Sell	55,742 -4,738	-8%	-$183K	0.1%	121
2025 Q1	$2.32M	Buy	60,480 +12,176	+25%	+$505K	0.11%	119
2024 Q4	$2.02M	Buy	+48,304	New	+$2.11M	0.09%	134

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

D.J. St. Germain's NUSC Position: Q2 2026 in Review

D.J. St. Germain increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.1% in Q2 2026, buying an estimated $68K and bringing the position to 66,431 shares worth $3.46M. The position accounts for 0.12% of the portfolio, ranked #111.

D.J. St. Germain first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

D.J. St. Germain held 66,431 shares of Nuveen ESG Small-Cap ETF worth $3.46M as of Q2 2026.
D.J. St. Germain bought 1,383 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $68K.
Nuveen ESG Small-Cap ETF made up 0.12% of D.J. St. Germain's portfolio in Q2 2026, its #111 holding.
D.J. St. Germain first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.