Mather Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Mather Group’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	$43.3K	Hold	831	–	–	﹤0.01%	1138
2026 Q1	$37.4K	Buy	+831	New	+$38.8K	﹤0.01%	1123
2025 Q4	–	Sell	-830	Closed	-$36.6K	–	1311
2025 Q3	$36.6K	Buy	+830	New	+$35.3K	﹤0.01%	980
2025 Q2	–	Sell	-830	Closed	-$31.8K	–	1346
2025 Q1	$31.8K	Sell	830 -48	-5%	-$1.99K	﹤0.01%	981
2024 Q4	$36.8K	Hold	878	–	–	﹤0.01%	935
2024 Q3	$37.6K	Hold	878	–	–	﹤0.01%	934
2024 Q2	$36.5K	Sell	878 -41	-4%	-$1.63K	﹤0.01%	1089
2024 Q1	$35.9K	Buy	+919	New	+$36K	﹤0.01%	936

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

Mather Group's NUSC Position: Q2 2026 in Review

Mather Group held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 831 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Mather Group first reported a position in NUSC in Q1 2024 and has held it in 8 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Mather Group held 831 shares of Nuveen ESG Small-Cap ETF worth $43.3K as of Q2 2026.
Mather Group left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1138 holding.
Mather Group first reported a position in Nuveen ESG Small-Cap ETF in Q1 2024 and has held it in 8 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.