McAdam LLC’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

McAdam LLC’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	$209K	Buy	4,304 +325	+8%	+$16.6K	0.01%	490
2026 Q2	$207K	Sell	3,979 -1,426	-26%	-$70.2K	0.01%	477
2026 Q1	$244K	Sell	5,405 -79	-1%	-$3.69K	0.01%	380
2025 Q4	$245K	Sell	5,484 -136	-2%	-$6.06K	0.01%	363
2025 Q3	$248K	Sell	5,620 -475	-8%	-$20.2K	0.01%	346
2025 Q2	$248K	Buy	6,095 +372	+7%	+$14.3K	0.01%	327
2025 Q1	$219K	Buy	5,723 +894	+19%	+$37.1K	0.01%	313
2024 Q4	$202K	Buy	+4,829	New	+$211K	0.01%	338

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

McAdam LLC's NUSC Position: Q3 2026 in Review

McAdam LLC increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 8.2% in Q3 2026, buying an estimated $16.6K and bringing the position to 4,304 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #490.

McAdam LLC first reported a position in NUSC in Q4 2024 and has held it in 8 quarters since. The position peaked at $248K in Q2 2025. 71 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

McAdam LLC held 4,304 shares of Nuveen ESG Small-Cap ETF worth $209K as of Q3 2026.
McAdam LLC bought 325 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $16.6K.
Nuveen ESG Small-Cap ETF made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #490 holding.
McAdam LLC first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
McAdam LLC's Nuveen ESG Small-Cap ETF position peaked at $248K in Q2 2025.
71 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.