Freedom Investment Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Freedom Investment 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	$307K	Buy	5,897 +10	+0.2%	+$492	0.09%	82
2026 Q1	$265K	Sell	5,887 -550	-9%	-$25.7K	0.08%	87
2025 Q4	$287K	Sell	6,437 -6,142	-49%	-$274K	0.08%	90
2025 Q3	$555K	Sell	12,579 -6,300	-33%	-$268K	0.15%	69
2025 Q2	$769K	Sell	18,879 -2,004	-10%	-$77.2K	0.06%	320
2025 Q1	$801K	Buy	20,883 +2,988	+17%	+$124K	0.07%	300
2024 Q4	$749K	Buy	17,895 +1,390	+8%	+$60.7K	0.06%	308
2024 Q3	$707K	Buy	16,505 +229	+1%	+$9.44K	0.06%	328
2024 Q2	$640K	Buy	16,276 +1,557	+11%	+$61.7K	0.05%	352
2024 Q1	$612K	Sell	14,719 -306	-2%	-$12K	0.05%	388
2023 Q4	$587K	Buy	+15,025	New	+$528K	0.05%	392

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

Freedom Investment Management's NUSC Position: Q2 2026 in Review

Freedom Investment Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.17% in Q2 2026, buying an estimated $492 and bringing the position to 5,897 shares worth $307K. The position accounts for 0.09% of the portfolio, ranked #82.

Freedom Investment Management first reported a position in NUSC in Q4 2023 and has held it in 11 quarters since. The position peaked at $801K in Q1 2025. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Freedom Investment Management held 5,897 shares of Nuveen ESG Small-Cap ETF worth $307K as of Q2 2026.
Freedom Investment Management bought 10 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $492.
Nuveen ESG Small-Cap ETF made up 0.09% of Freedom Investment Management's portfolio in Q2 2026, its #82 holding.
Freedom Investment Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Freedom Investment Management's Nuveen ESG Small-Cap ETF position peaked at $801K in Q1 2025.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.