MFA
NUSC icon

McClarren Financial Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

McClarren Financial 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 		$491K Buy
9,413
+286
+3% +$14.1K 0.25% 51
2026
Q1 		$411K Buy
9,127
+4,071
+81% +$190K 0.24% 53
2025
Q4 		$407K Buy
5,056
+630
+14% +$28.1K 0.24% 52
2025
Q3 		$398K Sell
4,426
-4,975
-53% -$212K 0.24% 53
2025
Q2 		$383K Buy
9,401
+5,483
+140% +$211K 0.25% 52
2025
Q1 		$350K Sell
3,918
-5,056
-56% -$210K 0.23% 53
2024
Q4 		$375K Buy
8,974
+400
+5% +$17.5K 1.05% 17
2024
Q3 		$5.09M Buy
8,574
+8,220
+2,322% +$339K 0.64% 18
2024
Q2 		$433K Sell
354
-11,584
-97% -$459K 0.3% 47
2024
Q1 		$497K Buy
11,938
+1,467
+14% +$57.5K 0.36% 45
2023
Q4 		$409K Buy
10,471
+5
+0% +$176 0.31% 49
2023
Q3 		$364K Hold
10,466
– – 0.32% 51
2023
Q2 		$387K Buy
10,466
+3
+0% +$106 0.32% 51
2023
Q1 		$367K Sell
10,463
-3
-0% -$109 0.33% 50
2022
Q4 		$357K Buy
10,466
+99
+1% +$3.46K 0.34% 49
2022
Q3 		$332K Buy
+10,367
New +$365K 0.33% 52
2022
Q2 		– Sell
-10,188
Closed -$404K – 185
2022
Q1 		$404K Sell
10,188
-5
-0% -$197 0.29% 43
2021
Q4 		$429K Buy
10,193
+2,787
+38% +$124K 0.29% 42
2021
Q3 		$322K Buy
7,406
+5,450
+279% +$241K 0.25% 42
2021
Q2 		$88K Buy
+1,956
New +$87K 0.07% 84

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

McClarren Financial Advisors's NUSC Position: Q2 2026 in Review

McClarren Financial Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 9,413 shares worth $491K. The position accounts for 0.25% of the portfolio, ranked #51.

McClarren Financial Advisors first reported a position in NUSC in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.09M in Q3 2024. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • McClarren Financial Advisors held 9,413 shares of Nuveen ESG Small-Cap ETF worth $491K as of Q2 2026.
  • McClarren Financial Advisors bought 286 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $14.1K.
  • Nuveen ESG Small-Cap ETF made up 0.25% of McClarren Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • McClarren Financial Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • McClarren Financial Advisors's Nuveen ESG Small-Cap ETF position peaked at $5.09M in Q3 2024.
  • 267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.