Equita Financial Network’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Equita Financial Network’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	$1.57M	Buy	30,159 +1,870	+7%	+$92K	0.44%	36
2026 Q1	$1.27M	Buy	28,289 +2,519	+10%	+$118K	0.4%	35
2025 Q4	$1.15M	Buy	25,770 +4,758	+23%	+$212K	0.35%	37
2025 Q3	$927K	Sell	21,012 -289	-1%	-$12.3K	0.31%	42
2025 Q2	$868K	Sell	21,301 -5,940	-22%	-$229K	0.35%	37
2025 Q1	$1.04M	Buy	27,241 +2,340	+9%	+$97.1K	0.36%	43
2024 Q4	$1.04M	Buy	24,901 +1,226	+5%	+$53.5K	0.38%	42
2024 Q3	$1.01M	Buy	23,675 +2,549	+12%	+$105K	0.37%	41
2024 Q2	$831K	Buy	21,126 +2,847	+16%	+$113K	0.35%	43
2024 Q1	$760K	Buy	18,279 +7,332	+67%	+$287K	0.34%	42
2023 Q4	$428K	Buy	10,947 +1,254	+13%	+$44.1K	0.23%	48
2023 Q3	$338K	Buy	+9,693	New	+$358K	0.21%	47

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

Equita Financial Network's NUSC Position: Q2 2026 in Review

Equita Financial Network increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 6.6% in Q2 2026, buying an estimated $92K and bringing the position to 30,159 shares worth $1.57M. The position accounts for 0.44% of the portfolio, ranked #36.

Equita Financial Network first reported a position in NUSC in Q3 2023 and has held it in 12 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Equita Financial Network held 30,159 shares of Nuveen ESG Small-Cap ETF worth $1.57M as of Q2 2026.
Equita Financial Network bought 1,870 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $92K.
Nuveen ESG Small-Cap ETF made up 0.44% of Equita Financial Network's portfolio in Q2 2026, its #36 holding.
Equita Financial Network first reported a position in Nuveen ESG Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Equita Financial Network's 13F filing for Q2 2026, filed 29 Jul 2026.