Marshall & Sterling Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Marshall & Sterling Wealth 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	$351K	Sell	6,732 -207	-3%	-$10.2K	0.21%	75
2026 Q1	$313K	Sell	6,939 -235	-3%	-$11K	0.2%	77
2025 Q4	$320K	Buy	7,174 +37	+0.5%	+$1.65K	0.21%	68
2025 Q3	$314K	Sell	7,137 -111	-2%	-$4.72K	0.2%	68
2025 Q2	$294K	Sell	7,248 -1,259	-15%	-$48.5K	0.2%	65
2025 Q1	$326K	Sell	8,507 -1,689	-17%	-$70.1K	0.22%	66
2024 Q4	$427K	Buy	+10,196	New	+$445K	0.3%	61

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

Marshall & Sterling Wealth Advisors's NUSC Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 3% in Q2 2026, selling an estimated $10.2K and leaving 6,732 shares worth $351K. The position accounts for 0.21% of the portfolio, ranked #75.

Marshall & Sterling Wealth Advisors first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $427K in Q4 2024. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Marshall & Sterling Wealth Advisors held 6,732 shares of Nuveen ESG Small-Cap ETF worth $351K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 207 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $10.2K.
Nuveen ESG Small-Cap ETF made up 0.21% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Marshall & Sterling Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Nuveen ESG Small-Cap ETF position peaked at $427K in Q4 2024.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.