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 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

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

McAdam LLC's NUSC Position: Q2 2026 in Review

McAdam LLC reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 26% in Q2 2026, selling an estimated $70.2K and leaving 3,979 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #477.

McAdam LLC first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q2 2025. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

McAdam LLC held 3,979 shares of Nuveen ESG Small-Cap ETF worth $207K as of Q2 2026.
McAdam LLC sold 1,426 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $70.2K.
Nuveen ESG Small-Cap ETF made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #477 holding.
McAdam LLC first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
McAdam LLC's Nuveen ESG Small-Cap ETF position peaked at $248K in Q2 2025.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.