DeDora Capital
NUSC icon

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
Q3 		$5.23M Sell
107,799
-27,361
-20% -$1.4M 1.17% 24
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% -$5.94K 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

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

DeDora Capital's NUSC Position: Q3 2026 in Review

DeDora Capital reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 20% in Q3 2026, selling an estimated $1.4M and leaving 107,799 shares worth $5.23M. The position accounts for 1.17% of the portfolio, ranked #24.

DeDora Capital first reported a position in NUSC in Q3 2022 and has held it in 17 quarters since. The position peaked at $7.04M in Q2 2026. 150 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • DeDora Capital held 107,799 shares of Nuveen ESG Small-Cap ETF worth $5.23M as of Q3 2026.
  • DeDora Capital sold 27,361 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $1.4M.
  • Nuveen ESG Small-Cap ETF made up 1.17% of DeDora Capital's portfolio in Q3 2026, its #24 holding.
  • DeDora Capital first reported a position in Nuveen ESG Small-Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • DeDora Capital's Nuveen ESG Small-Cap ETF position peaked at $7.04M in Q2 2026.
  • 150 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.