Empirical Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Empirical Wealth Management’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	$213K	Buy	+4,080	New	+$201K	﹤0.01%	1000
2023 Q2	–	Sell	-6,512	Closed	-$231K	–	493
2023 Q1	$231K	Buy	6,512 +620	+11%	+$22.6K	0.01%	426
2022 Q4	$201K	Buy	+5,892	New	+$206K	0.01%	439
2022 Q2	–	Sell	-9,850	Closed	-$392K	–	507
2022 Q1	$392K	Buy	+9,850	New	+$389K	0.02%	359

Other funds holding NUSC

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

CCM

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

AIC

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

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Empirical Wealth Management's NUSC Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026: 4,080 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1000 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in NUSC as recently as Q1 2023.

Empirical Wealth Management first reported a position in NUSC in Q1 2022 and has held it in 4 quarters since. The position peaked at $392K in Q1 2022. 43 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Empirical Wealth Management held 4,080 shares of Nuveen ESG Small-Cap ETF worth $213K as of Q2 2026.
Nuveen ESG Small-Cap ETF was a new Empirical Wealth Management position in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1000 holding.
Empirical Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2022 and has held it in 4 quarters since.
Empirical Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $392K in Q1 2022.
43 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.