SGL Investment Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

SGL Investment Advisors’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	$1.19M	Sell	22,679 -166	-0.7%	-$8.17K	0.41%	54
2026 Q1	$1.12M	Buy	22,845 +2,220	+11%	+$104K	0.42%	55
2025 Q4	$968K	Buy	20,625 +813	+4%	+$36.2K	0.39%	56
2025 Q3	$878K	Buy	19,812 +787	+4%	+$33.5K	0.37%	53
2025 Q2	$794K	Buy	19,025 +656	+4%	+$25.3K	0.38%	53
2025 Q1	$715K	Buy	18,369 +1,381	+8%	+$57.3K	0.37%	56
2024 Q4	$725K	Buy	16,988 +426	+3%	+$18.6K	0.37%	53
2024 Q3	$734K	Buy	+16,562	New	+$683K	0.38%	55

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

SGL Investment Advisors's NUSC Position: Q2 2026 in Review

SGL Investment Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.73% in Q2 2026, selling an estimated $8.17K and leaving 22,679 shares worth $1.19M. The position accounts for 0.41% of the portfolio, ranked #54.

SGL Investment Advisors first reported a position in NUSC in Q3 2024 and has held it in 8 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

SGL Investment Advisors held 22,679 shares of Nuveen ESG Small-Cap ETF worth $1.19M as of Q2 2026.
SGL Investment Advisors sold 166 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $8.17K.
Nuveen ESG Small-Cap ETF made up 0.41% of SGL Investment Advisors's portfolio in Q2 2026, its #54 holding.
SGL Investment Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.