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Millstone Evans Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Millstone Evans 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 		$131K Hold
2,507
– – 0.07% 204
2026
Q1 		$113K Sell
2,507
-204
-8% -$9.53K 0.07% 216
2025
Q4 		$121K Buy
2,711
+664
+32% +$29.6K 0.07% 206
2025
Q3 		$90.3K Hold
2,047
– – 0.06% 223
2025
Q2 		$83.4K Sell
2,047
-2,489
-55% -$95.9K 0.06% 227
2025
Q1 		$174K Hold
4,536
– – 0.12% 132
2024
Q4 		$190K Buy
+4,536
New +$198K 0.13% 124

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

Millstone Evans Group's NUSC Position: Q2 2026 in Review

Millstone Evans Group held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 2,507 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #204.

Millstone Evans Group first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $190K in Q4 2024. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Millstone Evans Group held 2,507 shares of Nuveen ESG Small-Cap ETF worth $131K as of Q2 2026.
  • Millstone Evans Group left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
  • Nuveen ESG Small-Cap ETF made up 0.07% of Millstone Evans Group's portfolio in Q2 2026, its #204 holding.
  • Millstone Evans Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Nuveen ESG Small-Cap ETF position peaked at $190K in Q4 2024.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.