Sage Advisory Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Sage Advisory Services’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 Q3	–	Sell	-3,892	Closed	-$203K	–	45
2026 Q2	$203K	Buy	+3,892	New	+$191K	0.1%	46
2026 Q1	–	Sell	-12,969	Closed	-$579K	–	47
2025 Q4	$579K	Hold	12,969	–	–	0.32%	35
2025 Q3	$572K	Sell	12,969 -125	-1%	-$5.32K	0.3%	37
2025 Q2	$533K	Buy	13,094 +807	+7%	+$31.1K	0.29%	36
2025 Q1	$471K	Hold	12,287	–	–	0.28%	35
2024 Q4	$515K	Buy	12,287 +6,338	+107%	+$277K	0.31%	35
2024 Q3	$234K	Hold	5,949	–	–	0.07%	45
2024 Q2	$234K	Sell	5,949 -960	-14%	-$38.1K	0.07%	45
2024 Q1	$287K	Sell	6,909 -140	-2%	-$5.49K	0.08%	47
2023 Q4	$276K	Buy	7,049 +338	+5%	+$11.9K	0.07%	51
2023 Q3	$234K	Sell	6,711 -20	-0.3%	-$738	0.07%	47
2023 Q2	$249K	Buy	+6,731	New	+$238K	0.07%	46
2021 Q4	–	Sell	-8,533	Closed	-$371K	–	61
2021 Q3	$371K	Buy	8,533 +463	+6%	+$20.4K	0.1%	55
2021 Q2	$364K	Buy	8,070 +622	+8%	+$27.7K	0.1%	52
2021 Q1	$320K	Sell	7,448 -752	-9%	-$31.7K	0.08%	48
2020 Q4	$314K	Buy	+8,200	New	+$284K	0.08%	48
2018 Q4	–	Sell	-7,496	Closed	-$237K	–	59
2018 Q3	$237K	Buy	7,496 +6	+0.1%	+$190	0.02%	54
2018 Q2	$228K	Buy	+7,490	New	+$223K	0.02%	48

Other funds holding NUSC

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Sage Advisory Services's NUSC Position: Q3 2026 in Review

Sage Advisory Services sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2026, closing a stake of 3,892 shares — an estimated $203K sold.

Sage Advisory Services first reported a position in NUSC in Q2 2018 and held it in 18 quarters. The position peaked at $579K in Q4 2025. 102 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

Sage Advisory Services reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2026 after selling out during the quarter.
Sage Advisory Services sold 3,892 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $203K.
Sage Advisory Services first reported a position in Nuveen ESG Small-Cap ETF in Q2 2018 and held it in 18 quarters.
Sage Advisory Services's Nuveen ESG Small-Cap ETF position peaked at $579K in Q4 2025.
102 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Sage Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.