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Merit Financial Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Merit Financial 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
Q2 		$352K Sell
6,747
-940
-12% -$46.2K ﹤0.01% 1720
2026
Q1 		$346K Sell
7,687
-1,329
-15% -$62.1K ﹤0.01% 1579
2025
Q4 		$403K Buy
9,016
+56
+0.6% +$2.5K ﹤0.01% 1413
2025
Q3 		$395K Sell
8,960
-1,417
-14% -$60.3K ﹤0.01% 1306
2025
Q2 		$423K Sell
10,377
-295
-3% -$11.4K ﹤0.01% 1178
2025
Q1 		$409K Sell
10,672
-5,279
-33% -$219K 0.01% 1020
2024
Q4 		$668K Buy
15,951
+707
+5% +$30.9K 0.01% 622
2024
Q3 		$653K Sell
15,244
-1,749
-10% -$72.1K 0.01% 506
2024
Q2 		$669K Sell
16,993
-145
-0.8% -$5.75K 0.01% 512
2024
Q1 		$677K Buy
17,138
+1,568
+10% +$61.5K 0.02% 503
2023
Q4 		$609K Buy
15,570
+402
+3% +$14.1K 0.02% 444
2023
Q3 		$528K Buy
15,168
+454
+3% +$16.7K 0.02% 446
2023
Q2 		$544K Buy
14,714
+2,308
+19% +$81.6K 0.02% 453
2023
Q1 		$439K Buy
12,406
+930
+8% +$33.8K 0.02% 433
2022
Q4 		$392K Buy
11,476
+1,479
+15% +$51.6K 0.01% 476
2022
Q3 		$321K Buy
9,997
+472
+5% +$16.6K 0.01% 425
2022
Q2 		$313K Buy
+9,525
New +$343K 0.01% 445
2021
Q4 		– Sell
-6,518
Closed -$283K – 284
2021
Q3 		$283K Buy
+6,518
New +$288K 0.03% 216

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

Merit Financial Group's NUSC Position: Q2 2026 in Review

Merit Financial Group reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 12% in Q2 2026, selling an estimated $46.2K and leaving 6,747 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Merit Financial Group first reported a position in NUSC in Q3 2021 and has held it in 18 quarters since. The position peaked at $677K in Q1 2024. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Merit Financial Group held 6,747 shares of Nuveen ESG Small-Cap ETF worth $352K as of Q2 2026.
  • Merit Financial Group sold 940 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $46.2K.
  • Nuveen ESG Small-Cap ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1720 holding.
  • Merit Financial Group first reported a position in Nuveen ESG Small-Cap ETF in Q3 2021 and has held it in 18 quarters since.
  • Merit Financial Group's Nuveen ESG Small-Cap ETF position peaked at $677K in Q1 2024.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

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