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 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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sage Advisory Services's NUSC Position: Q2 2026 in Review

Sage Advisory Services opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026: 3,892 shares worth $203K. The stake represents 0.1% of the portfolio and ranks #46 among its holdings. This is a return to the name: Sage Advisory Services previously reported a position in NUSC as recently as Q4 2025.

Sage Advisory Services first reported a position in NUSC in Q2 2018 and has held it in 18 quarters since. The position peaked at $579K in Q4 2025. 117 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Sage Advisory Services held 3,892 shares of Nuveen ESG Small-Cap ETF worth $203K as of Q2 2026.
Nuveen ESG Small-Cap ETF was a new Sage Advisory Services position in Q2 2026.
Nuveen ESG Small-Cap ETF made up 0.1% of Sage Advisory Services's portfolio in Q2 2026, its #46 holding.
Sage Advisory Services first reported a position in Nuveen ESG Small-Cap ETF in Q2 2018 and has held it in 18 quarters since.
Sage Advisory Services's Nuveen ESG Small-Cap ETF position peaked at $579K in Q4 2025.
117 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Sage Advisory Services's 13F filing for Q2 2026, filed 22 Jul 2026.