Evergreen Private Wealth’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Evergreen Private Wealth’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	$172K	Hold	3,291	–	–	0.06%	73
2026 Q1	$148K	Sell	3,291 -8,732	-73%	-$408K	0.06%	75
2025 Q4	$537K	Sell	12,023 -207	-2%	-$9.23K	0.21%	52
2025 Q3	$539K	Sell	12,230 -924	-7%	-$39.3K	0.22%	52
2025 Q2	$536K	Sell	13,154 -2,129	-14%	-$82.1K	0.22%	54
2025 Q1	$586K	Buy	15,283 +13	+0.1%	+$539	0.27%	52
2024 Q4	$640K	Buy	15,270 +19	+0.1%	+$830	0.3%	53
2024 Q3	$653K	Buy	15,251 +126	+0.8%	+$5.2K	0.3%	54
2024 Q2	$595K	Sell	15,125 -26	-0.2%	-$1.03K	0.29%	55
2024 Q1	$630K	Buy	15,151 +843	+6%	+$33K	0.32%	54
2023 Q4	$559K	Buy	+14,308	New	+$503K	0.3%	54

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

Evergreen Private Wealth's NUSC Position: Q2 2026 in Review

Evergreen Private Wealth held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 3,291 shares worth $172K. The position accounts for 0.06% of the portfolio, ranked #73.

Evergreen Private Wealth first reported a position in NUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $653K in Q3 2024. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Evergreen Private Wealth held 3,291 shares of Nuveen ESG Small-Cap ETF worth $172K as of Q2 2026.
Evergreen Private Wealth left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up 0.06% of Evergreen Private Wealth's portfolio in Q2 2026, its #73 holding.
Evergreen Private Wealth first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Evergreen Private Wealth's Nuveen ESG Small-Cap ETF position peaked at $653K in Q3 2024.
267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.