Milestone Investment Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Milestone Investment 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	$74.6K	Hold	1,431	–	–	0.02%	109
2026 Q1	$64.5K	Hold	1,431	–	–	0.02%	109
2025 Q4	$63.9K	Hold	1,431	–	–	0.02%	107
2025 Q3	$63.1K	Hold	1,431	–	–	0.02%	100
2025 Q2	$58.3K	Sell	1,431 -1,845	-56%	-$71.1K	0.02%	99
2025 Q1	$126K	Sell	3,276 -24	-0.7%	-$996	0.03%	88
2024 Q4	$138K	Hold	3,300	–	–	0.04%	87
2024 Q3	$141K	Buy	3,300 +1,073	+48%	+$44.2K	0.04%	86
2024 Q2	$87.6K	Hold	2,227	–	–	0.02%	93
2024 Q1	$92.6K	Sell	2,227 -14	-0.6%	-$549	0.03%	87
2023 Q4	$87.6K	Sell	2,241 -1,386	-38%	-$48.7K	0.03%	83
2023 Q3	$126K	Hold	3,627	–	–	0.04%	131
2023 Q2	$134K	Sell	3,627 -15	-0.4%	-$530	0.04%	73
2023 Q1	$129K	Hold	3,642	–	–	0.04%	129
2022 Q4	$124K	Buy	+3,642	New	+$127K	0.04%	72

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

Milestone Investment Advisors's NUSC Position: Q2 2026 in Review

Milestone Investment Advisors held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 1,431 shares worth $74.6K. The position accounts for 0.02% of the portfolio, ranked #109.

Milestone Investment Advisors first reported a position in NUSC in Q4 2022 and has held it in 15 quarters since. The position peaked at $141K in Q3 2024. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Milestone Investment Advisors held 1,431 shares of Nuveen ESG Small-Cap ETF worth $74.6K as of Q2 2026.
Milestone Investment Advisors left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up 0.02% of Milestone Investment Advisors's portfolio in Q2 2026, its #109 holding.
Milestone Investment Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's Nuveen ESG Small-Cap ETF position peaked at $141K in Q3 2024.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.