Diversify Advisory Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Diversify Advisory Services’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	$247K	Buy	+4,818	New	+$237K	﹤0.01%	1122
2025 Q4	–	Sell	-4,683	Closed	-$207K	–	952
2025 Q3	$207K	Buy	+4,683	New	+$199K	0.01%	838

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

Diversify Advisory Services's NUSC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026: 4,818 shares worth $247K. The stake represents ﹤0.01% of the portfolio and ranks #1122 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in NUSC as recently as Q3 2025.

Diversify Advisory Services first reported a position in NUSC in Q3 2025 and has held it in 2 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Diversify Advisory Services held 4,818 shares of Nuveen ESG Small-Cap ETF worth $247K as of Q2 2026.
Nuveen ESG Small-Cap ETF was a new Diversify Advisory Services position in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1122 holding.
Diversify Advisory Services first reported a position in Nuveen ESG Small-Cap ETF in Q3 2025 and has held it in 2 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.