Legacy Edge Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Legacy Edge Advisors’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	$1.35M	Buy	25,833 +475	+2%	+$23.4K	0.12%	91
2026 Q1	$1.14M	Buy	25,358 +4,827	+24%	+$225K	0.12%	92
2025 Q4	$917K	Buy	20,531 +856	+4%	+$38.2K	0.1%	100
2025 Q3	$868K	Buy	19,675 +1,612	+9%	+$68.6K	0.1%	97
2025 Q2	$736K	Buy	18,063 +3,324	+23%	+$128K	0.1%	94
2025 Q1	$565K	Buy	14,739 +2,292	+18%	+$95.1K	0.09%	102
2024 Q4	$520K	Sell	12,447 -372	-3%	-$16.2K	0.08%	105
2024 Q3	$549K	Buy	12,819 +91	+0.7%	+$3.75K	0.09%	101
2024 Q2	$501K	Sell	12,728 -11	-0.1%	-$436	0.09%	103
2024 Q1	$530K	Buy	12,739 +1,859	+17%	+$72.9K	0.11%	89
2023 Q4	$425K	Buy	+10,880	New	+$383K	0.1%	102

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

Legacy Edge Advisors's NUSC Position: Q2 2026 in Review

Legacy Edge Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.9% in Q2 2026, buying an estimated $23.4K and bringing the position to 25,833 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #91.

Legacy Edge Advisors first reported a position in NUSC in Q4 2023 and has held it in 11 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Legacy Edge Advisors held 25,833 shares of Nuveen ESG Small-Cap ETF worth $1.35M as of Q2 2026.
Legacy Edge Advisors bought 475 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $23.4K.
Nuveen ESG Small-Cap ETF made up 0.12% of Legacy Edge Advisors's portfolio in Q2 2026, its #91 holding.
Legacy Edge Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.