Natural Investments’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Natural Investments’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	$797K	Buy	15,294 +5,147	+51%	+$253K	0.18%	117
2026 Q1	$457K	Buy	10,147 +425	+4%	+$19.8K	0.11%	169
2025 Q4	$434K	Buy	+9,722	New	+$433K	0.11%	169
2025 Q3	–	Sell	-8,545	Closed	-$348K	–	279
2025 Q2	$348K	Buy	8,545 +587	+7%	+$22.6K	0.09%	189
2025 Q1	$305K	Sell	7,958 -1,123	-12%	-$46.6K	0.09%	188
2024 Q4	$380K	Buy	+9,081	New	+$396K	0.11%	167

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

Natural Investments's NUSC Position: Q2 2026 in Review

Natural Investments increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 51% in Q2 2026, buying an estimated $253K and bringing the position to 15,294 shares worth $797K. The position accounts for 0.18% of the portfolio, ranked #117.

Natural Investments first reported a position in NUSC in Q4 2024 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Natural Investments held 15,294 shares of Nuveen ESG Small-Cap ETF worth $797K as of Q2 2026.
Natural Investments bought 5,147 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $253K.
Nuveen ESG Small-Cap ETF made up 0.18% of Natural Investments's portfolio in Q2 2026, its #117 holding.
Natural Investments first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.