North Berkeley Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

North Berkeley Wealth Management’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	$15.3M	Buy	294,384 +533	+0.2%	+$26.2K	6.2%	3
2026 Q1	$13.2M	Buy	293,851 +8,147	+3%	+$380K	7%	2
2025 Q4	$12.8M	Sell	285,704 -634	-0.2%	-$28.3K	7.52%	3
2025 Q3	$12.6M	Sell	286,338 -3,976	-1%	-$169K	9.96%	2
2025 Q2	$11.8M	Buy	290,314 +26,727	+10%	+$1.03M	10.85%	2
2025 Q1	$10.1M	Buy	263,587 +17,253	+7%	+$716K	10.52%	2
2024 Q4	$10.3M	Buy	+246,334	New	+$10.8M	10.47%	2

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

North Berkeley Wealth Management's NUSC Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.18% in Q2 2026, buying an estimated $26.2K and bringing the position to 294,384 shares worth $15.3M. The position accounts for 6.2% of the portfolio, ranked #3.

North Berkeley Wealth Management first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

North Berkeley Wealth Management held 294,384 shares of Nuveen ESG Small-Cap ETF worth $15.3M as of Q2 2026.
North Berkeley Wealth Management bought 533 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $26.2K.
Nuveen ESG Small-Cap ETF made up 6.2% of North Berkeley Wealth Management's portfolio in Q2 2026, its #3 holding.
North Berkeley Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.