Sage Financial Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Sage Financial Group’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	$329K	Sell	6,308 -818	-11%	-$40.2K	0.02%	95
2026 Q1	$321K	Hold	7,126	–	–	0.02%	91
2025 Q4	$318K	Hold	7,126	–	–	0.02%	89
2025 Q3	$314K	Hold	7,126	–	–	0.02%	87
2025 Q2	$290K	Hold	7,126	–	–	0.02%	87
2025 Q1	$273K	Hold	7,126	–	–	0.02%	89
2024 Q4	$298K	Hold	7,126	–	–	0.02%	86
2024 Q3	$305K	Buy	7,126 +148	+2%	+$6.1K	0.02%	87
2024 Q2	$275K	Hold	6,978	–	–	0.02%	89
2024 Q1	$290K	Hold	6,978	–	–	0.03%	91
2023 Q4	$273K	Sell	6,978 -4,160	-37%	-$146K	0.03%	91
2023 Q3	$388K	Hold	11,138	–	–	0.04%	71
2023 Q2	$412K	Hold	11,138	–	–	0.04%	69
2023 Q1	$394K	Hold	11,138	–	–	0.04%	73
2022 Q4	$381K	Hold	11,138	–	–	0.05%	74
2022 Q3	$357K	Hold	11,138	–	–	0.05%	68
2022 Q2	$365K	Hold	11,138	–	–	0.05%	67
2022 Q1	$444K	Buy	+11,138	New	+$440K	0.05%	47

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

Sage Financial Group's NUSC Position: Q2 2026 in Review

Sage Financial Group reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 11% in Q2 2026, selling an estimated $40.2K and leaving 6,308 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #95.

Sage Financial Group first reported a position in NUSC in Q1 2022 and has held it in 18 quarters since. The position peaked at $444K in Q1 2022. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Sage Financial Group held 6,308 shares of Nuveen ESG Small-Cap ETF worth $329K as of Q2 2026.
Sage Financial Group sold 818 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $40.2K.
Nuveen ESG Small-Cap ETF made up 0.02% of Sage Financial Group's portfolio in Q2 2026, its #95 holding.
Sage Financial Group first reported a position in Nuveen ESG Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Sage Financial Group's Nuveen ESG Small-Cap ETF position peaked at $444K in Q1 2022.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.