Silver Oak Advisory Group
NUSC icon

Silver Oak Advisory Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Silver Oak Advisory 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
Q3 		$939K Sell
19,357
-30
-0.2% -$1.53K 0.36% 35
2026
Q2 		$1.01M Sell
19,387
-48
-0.2% -$2.36K 0.4% 34
2026
Q1 		$875K Sell
19,435
-1,554
-7% -$72.6K 0.38% 34
2025
Q4 		$937K Buy
20,989
+2,385
+13% +$106K 0.42% 31
2025
Q3 		$820K Sell
18,604
-555
-3% -$23.6K 0.37% 34
2025
Q2 		$780K Buy
19,159
+2,986
+18% +$115K 0.38% 35
2025
Q1 		$620K Sell
16,173
-232
-1% -$9.6K 0.33% 36
2024
Q4 		$687K Buy
16,405
+29
+0.2% +$1.27K 0.36% 31
2024
Q3 		$701K Buy
16,376
+337
+2% +$13.9K 0.36% 32
2024
Q2 		$630K Sell
16,039
-601
-4% -$23.8K 0.35% 31
2024
Q1 		$693K Buy
16,640
+4,699
+39% +$184K 0.39% 31
2023
Q4 		$467K Buy
11,941
+3,764
+46% +$132K 0.27% 37
2023
Q3 		$284K Hold
8,177
– – 0.18% 50
2023
Q2 		$302K Buy
8,177
+1,080
+15% +$38.2K 0.2% 43
2023
Q1 		$251K Buy
7,097
+707
+11% +$25.7K 0.17% 47
2022
Q4 		$218K Buy
+6,390
New +$223K 0.15% 54

Other funds holding NUSC

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Silver Oak Advisory Group's NUSC Position: Q3 2026 in Review

Silver Oak Advisory Group reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.15% in Q3 2026, selling an estimated $1.53K and leaving 19,357 shares worth $939K. The position accounts for 0.36% of the portfolio, ranked #35.

Silver Oak Advisory Group first reported a position in NUSC in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.01M in Q2 2026. 164 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Silver Oak Advisory Group held 19,357 shares of Nuveen ESG Small-Cap ETF worth $939K as of Q3 2026.
  • Silver Oak Advisory Group sold 30 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $1.53K.
  • Nuveen ESG Small-Cap ETF made up 0.36% of Silver Oak Advisory Group's portfolio in Q3 2026, its #35 holding.
  • Silver Oak Advisory Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Silver Oak Advisory Group's Nuveen ESG Small-Cap ETF position peaked at $1.01M in Q2 2026.
  • 164 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.