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 Q3	$40.3K	Hold	831	–	–	﹤0.01%	1226
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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

Mather Group's NUSC Position: Q3 2026 in Review

Mather Group held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q3 2026 at 831 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Mather Group first reported a position in NUSC in Q1 2024 and has held it in 9 quarters since. The position peaked at $43.3K in Q2 2026. 64 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

Mather Group held 831 shares of Nuveen ESG Small-Cap ETF worth $40.3K as of Q3 2026.
Mather Group left its Nuveen ESG Small-Cap ETF share count unchanged in Q3 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1226 holding.
Mather Group first reported a position in Nuveen ESG Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Mather Group's Nuveen ESG Small-Cap ETF position peaked at $43.3K in Q2 2026.
64 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.