DeDora Capital’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

DeDora Capital’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	$7.04M	Buy	135,160 +839	+0.6%	+$41.3K	1.53%	21
2026 Q1	$6.05M	Buy	134,321 +1,746	+1%	+$81.5K	1.48%	20
2025 Q4	$5.92M	Buy	132,575 +970	+0.7%	+$43.2K	1.4%	22
2025 Q3	$5.8M	Buy	131,605 +118	+0.1%	+$5.02K	1.4%	21
2025 Q2	$5.36M	Sell	131,487 -154	-0.1%	-$5.93K	1.4%	20
2025 Q1	$5.05M	Buy	131,641 +37,380	+40%	+$1.55M	1.45%	16
2024 Q4	$3.95M	Buy	94,261 +410	+0.4%	+$17.9K	1.08%	24
2024 Q3	$4.02M	Buy	93,851 +9,074	+11%	+$374K	1.12%	23
2024 Q2	$3.34M	Buy	84,777 +9,829	+13%	+$390K	1.02%	24
2024 Q1	$3.12M	Buy	74,948 +7,692	+11%	+$302K	0.99%	24
2023 Q4	$2.63M	Buy	67,256 +5,316	+9%	+$187K	0.92%	28
2023 Q3	$2.16M	Buy	61,940 +4,912	+9%	+$181K	0.85%	30
2023 Q2	$2.11M	Buy	57,028 +3,233	+6%	+$114K	0.82%	31
2023 Q1	$1.9M	Buy	53,795 +26,170	+95%	+$952K	0.81%	30
2022 Q4	$944K	Buy	27,625 +13,454	+95%	+$469K	0.45%	51
2022 Q3	$454K	Buy	+14,171	New	+$499K	0.24%	73

Other funds holding NUSC

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

DeDora Capital's NUSC Position: Q2 2026 in Review

DeDora Capital increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.62% in Q2 2026, buying an estimated $41.3K and bringing the position to 135,160 shares worth $7.04M. The position accounts for 1.53% of the portfolio, ranked #21.

DeDora Capital first reported a position in NUSC in Q3 2022 and has held it in 16 quarters since. 150 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

DeDora Capital held 135,160 shares of Nuveen ESG Small-Cap ETF worth $7.04M as of Q2 2026.
DeDora Capital bought 839 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $41.3K.
Nuveen ESG Small-Cap ETF made up 1.53% of DeDora Capital's portfolio in Q2 2026, its #21 holding.
DeDora Capital first reported a position in Nuveen ESG Small-Cap ETF in Q3 2022 and has held it in 16 quarters since.
150 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.