MFS
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McNamara Financial Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

McNamara Financial Services’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 		$480K Buy
9,211
+13
+0.1% +$640 0.08% 70
2026
Q1 		$414K Sell
9,198
-125
-1% -$5.84K 0.08% 71
2025
Q4 		$416K Sell
9,323
-2,060
-18% -$91.8K 0.08% 70
2025
Q3 		$502K Hold
11,383
– – 0.09% 58
2025
Q2 		$464K Buy
11,383
+1,692
+17% +$65.2K 0.09% 57
2025
Q1 		$372K Buy
9,691
+1,782
+23% +$74K 0.08% 60
2024
Q4 		$331K Sell
7,909
-90
-1% -$3.93K 0.08% 54
2024
Q3 		$343K Buy
7,999
+339
+4% +$14K 0.07% 66
2024
Q2 		$301K Buy
7,660
+1,782
+30% +$70.7K 0.06% 63
2024
Q1 		$244K Buy
5,878
+14
+0.2% +$549 0.05% 65
2023
Q4 		$229K Sell
5,864
-352
-6% -$12.4K 0.05% 63
2023
Q3 		$216K Buy
6,216
+291
+5% +$10.7K 0.05% 60
2023
Q2 		$223K Buy
5,925
+71
+1% +$2.51K 0.05% 62
2023
Q1 		$207K Sell
5,854
-1,121
-16% -$40.8K 0.05% 62
2022
Q4 		$238K Buy
+6,975
New +$243K 0.06% 56

Other funds holding NUSC

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

McNamara Financial Services's NUSC Position: Q2 2026 in Review

McNamara Financial Services increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.14% in Q2 2026, buying an estimated $640 and bringing the position to 9,211 shares worth $480K. The position accounts for 0.08% of the portfolio, ranked #70.

McNamara Financial Services first reported a position in NUSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $502K in Q3 2025. 73 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • McNamara Financial Services held 9,211 shares of Nuveen ESG Small-Cap ETF worth $480K as of Q2 2026.
  • McNamara Financial Services bought 13 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $640.
  • Nuveen ESG Small-Cap ETF made up 0.08% of McNamara Financial Services's portfolio in Q2 2026, its #70 holding.
  • McNamara Financial Services first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • McNamara Financial Services's Nuveen ESG Small-Cap ETF position peaked at $502K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.