Savant Capital’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Savant Capital’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	$1.23M	Buy	25,301 +13,164	+108%	+$648K	﹤0.01%	789
2026 Q1	$547K	Hold	12,137	–	–	﹤0.01%	871
2025 Q4	$542K	Sell	12,137 -579	-5%	-$25.8K	﹤0.01%	809
2025 Q3	$561K	Sell	12,716 -1,460	-10%	-$62.1K	﹤0.01%	757
2025 Q2	$578K	Sell	14,176 -5,357	-27%	-$206K	﹤0.01%	699
2025 Q1	$749K	Hold	19,533	–	–	0.01%	563
2024 Q4	$818K	Sell	19,533 -978	-5%	-$42.7K	0.01%	721
2024 Q3	$879K	Hold	20,511	–	–	0.01%	688
2024 Q2	$807K	Sell	20,511 -1,338	-6%	-$53.1K	0.01%	654
2024 Q1	$909K	Sell	21,849 -1,325	-6%	-$51.9K	0.01%	571
2023 Q4	$906K	Sell	23,174 -6,540	-22%	-$230K	0.01%	437
2023 Q3	$1.03M	Sell	29,714 -1,672	-5%	-$61.7K	0.02%	380
2023 Q2	$1.16M	Buy	31,386 +1,488	+5%	+$52.6K	0.02%	350
2023 Q1	$1.06M	Buy	29,898 +20,428	+216%	+$743K	0.02%	313
2022 Q4	$324K	Sell	9,470 -3,287	-26%	-$115K	0.01%	444
2022 Q3	$409K	Buy	12,757 +662	+5%	+$23.3K	0.01%	363
2022 Q2	$397K	Buy	+12,095	New	+$435K	0.01%	379

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

Savant Capital's NUSC Position: Q2 2026 in Review

Savant Capital increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 108% in Q2 2026, buying an estimated $648K and bringing the position to 25,301 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Savant Capital first reported a position in NUSC in Q2 2022 and has held it in 17 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Savant Capital held 25,301 shares of Nuveen ESG Small-Cap ETF worth $1.23M as of Q2 2026.
Savant Capital bought 13,164 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $648K.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #789 holding.
Savant Capital first reported a position in Nuveen ESG Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.