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

PFG 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	$1.18M	Buy	22,610 +4,958	+28%	+$244K	0.05%	351
2026 Q1	$795K	Buy	17,652 +10,257	+139%	+$479K	0.04%	428
2025 Q4	$330K	Buy	7,395 +40	+0.5%	+$1.78K	0.02%	759
2025 Q3	$324K	Buy	7,355 +104	+1%	+$4.42K	0.02%	754
2025 Q2	$295K	Sell	7,251 -1,161	-14%	-$44.7K	0.02%	744
2025 Q1	$323K	Buy	8,412 +912	+12%	+$37.8K	0.02%	667
2024 Q4	$314K	Sell	7,500 -340	-4%	-$14.8K	0.02%	690
2024 Q3	$336K	Sell	7,840 -39,683	-84%	-$1.64M	0.02%	663
2024 Q2	$1.87M	Sell	47,523 -918	-2%	-$36.4K	0.13%	153
2024 Q1	$2.01M	Buy	48,441 +2,913	+6%	+$114K	0.12%	189
2023 Q4	$1.78M	Buy	45,528 +2,813	+7%	+$98.9K	0.33%	66
2023 Q3	$1.49M	Buy	42,715 +2,906	+7%	+$107K	0.28%	72
2023 Q2	$1.47M	Buy	39,809 +761	+2%	+$26.9K	0.26%	85
2023 Q1	$1.38M	Buy	+39,048	New	+$1.42M	0.28%	82

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

PFG Investments's NUSC Position: Q2 2026 in Review

PFG Investments increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 28% in Q2 2026, buying an estimated $244K and bringing the position to 22,610 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #351.

PFG Investments first reported a position in NUSC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.01M in Q1 2024. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

PFG Investments held 22,610 shares of Nuveen ESG Small-Cap ETF worth $1.18M as of Q2 2026.
PFG Investments bought 4,958 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $244K.
Nuveen ESG Small-Cap ETF made up 0.05% of PFG Investments's portfolio in Q2 2026, its #351 holding.
PFG Investments first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
PFG Investments's Nuveen ESG Small-Cap ETF position peaked at $2.01M in Q1 2024.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.