Gerber Kawasaki Wealth & Investment Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Gerber Kawasaki Wealth & 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	$432K	Sell	8,293 -50	-0.6%	-$2.46K	0.01%	256
2026 Q1	$376K	Sell	8,343 -150	-2%	-$7K	0.01%	254
2025 Q4	$379K	Buy	8,493 +140	+2%	+$6.24K	0.01%	253
2025 Q3	$368K	Buy	8,353 +475	+6%	+$20.2K	0.01%	250
2025 Q2	$321K	Buy	7,878 +104	+1%	+$4.01K	0.01%	250
2025 Q1	$298K	Sell	7,774 -286	-4%	-$11.9K	0.01%	243
2024 Q4	$338K	Sell	8,060 -167	-2%	-$7.29K	0.01%	221
2024 Q3	$352K	Sell	8,227 -559	-6%	-$23K	0.02%	215
2024 Q2	$346K	Sell	8,786 -374	-4%	-$14.8K	0.02%	206
2024 Q1	$381K	Sell	9,160 -1,066	-10%	-$41.8K	0.02%	200
2023 Q4	$400K	Buy	10,226 +1,789	+21%	+$62.9K	0.02%	183
2023 Q3	$294K	Sell	8,437 -48	-0.6%	-$1.77K	0.02%	198
2023 Q2	$314K	Buy	8,485 +165	+2%	+$5.83K	0.02%	194
2023 Q1	$295K	Sell	8,320 -3,354	-29%	-$122K	0.02%	201
2022 Q4	$399K	Buy	11,674 +2,807	+32%	+$98K	0.04%	175
2022 Q3	$284K	Buy	8,867 +893	+11%	+$31.4K	0.03%	186
2022 Q2	$261K	Buy	7,974 +775	+11%	+$27.9K	0.02%	206
2022 Q1	$286K	Buy	7,199 +1,406	+24%	+$55.5K	0.02%	210
2021 Q4	$243K	Buy	5,793 +5,765	+20,589%	+$257K	0.02%	239
2021 Q3	$28K	Buy	+28	New	+$1.24K	﹤0.01%	429

Other funds holding NUSC

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's NUSC Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.6% in Q2 2026, selling an estimated $2.46K and leaving 8,293 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #256.

Gerber Kawasaki Wealth & Investment Management first reported a position in NUSC in Q3 2021 and has held it in 20 quarters since. 192 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 8,293 shares of Nuveen ESG Small-Cap ETF worth $432K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 50 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $2.46K.
Nuveen ESG Small-Cap ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #256 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in Nuveen ESG Small-Cap ETF in Q3 2021 and has held it in 20 quarters since.
192 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.