Diversified Enterprises’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Diversified Enterprises’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	$1.16M	Buy	23,878 +1,023	+4%	+$52.3K	0.05%	150
2026 Q2	$1.19M	Buy	22,855 +637	+3%	+$31.3K	0.06%	139
2026 Q1	$1M	Buy	22,218 +1,881	+9%	+$87.8K	0.05%	156
2025 Q4	$908K	Sell	20,337 -268	-1%	-$11.9K	0.05%	142
2025 Q3	$909K	Buy	20,605 +738	+4%	+$31.4K	0.06%	112
2025 Q2	$809K	Buy	19,867 +4,647	+31%	+$179K	0.06%	114
2025 Q1	$584K	Buy	15,220 +3,146	+26%	+$131K	0.05%	146
2024 Q4	$506K	Sell	12,074 -3,639	-23%	-$159K	0.05%	130
2024 Q3	$673K	Buy	+15,713	New	+$648K	0.07%	101

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

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 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

Diversified Enterprises's NUSC Position: Q3 2026 in Review

Diversified Enterprises increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 4.5% in Q3 2026, buying an estimated $52.3K and bringing the position to 23,878 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #150.

Diversified Enterprises first reported a position in NUSC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2026. 102 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

Diversified Enterprises held 23,878 shares of Nuveen ESG Small-Cap ETF worth $1.16M as of Q3 2026.
Diversified Enterprises bought 1,023 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $52.3K.
Nuveen ESG Small-Cap ETF made up 0.05% of Diversified Enterprises's portfolio in Q3 2026, its #150 holding.
Diversified Enterprises first reported a position in Nuveen ESG Small-Cap ETF in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Nuveen ESG Small-Cap ETF position peaked at $1.19M in Q2 2026.
102 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.