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 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 $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return

North Berkeley Wealth Management's NUSC Position: Q1 2026 in Review

North Berkeley Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.9% in Q1 2026, buying an estimated $380K and bringing the position to 293,851 shares worth $13.2M. The position accounts for 7% of the portfolio, ranked #2.

North Berkeley Wealth Management first reported a position in NUSC in Q4 2024 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

North Berkeley Wealth Management held 293,851 shares of Nuveen ESG Small-Cap ETF worth $13.2M as of Q1 2026.
North Berkeley Wealth Management bought 8,147 Nuveen ESG Small-Cap ETF shares in Q1 2026, an estimated $380K.
Nuveen ESG Small-Cap ETF made up 7% of North Berkeley Wealth Management's portfolio in Q1 2026, its #2 holding.
North Berkeley Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 6 quarters since.
265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.