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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 		$736K Sell
18,063
-7,295
-29% -$359K 0.1% 94
2026
Q1 		$1.14M Buy
25,358
+4,827
+24% +$225K 0.12% 92
2025
Q4 		$917K Buy
+20,531
New +$915K 0.1% 100

Other funds holding NUSC

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

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

Legacy Edge Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 29% in Q2 2026, selling an estimated $359K and leaving 18,063 shares worth $736K. The position accounts for 0.1% of the portfolio, ranked #94.

Legacy Edge Advisors first reported a position in NUSC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.14M in Q1 2026. 172 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Legacy Edge Advisors held 18,063 shares of Nuveen ESG Small-Cap ETF worth $736K as of Q2 2026.
  • Legacy Edge Advisors sold 7,295 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $359K.
  • Nuveen ESG Small-Cap ETF made up 0.1% of Legacy Edge Advisors's portfolio in Q2 2026, its #94 holding.
  • Legacy Edge Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Nuveen ESG Small-Cap ETF position peaked at $1.14M in Q1 2026.
  • 172 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.