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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
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% -$9.63K 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Silver Oak Advisory Group's NUSC Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.25% in Q2 2026, selling an estimated $2.36K and leaving 19,387 shares worth $1.01M. The position accounts for 0.4% of the portfolio, ranked #34.

Silver Oak Advisory Group first reported a position in NUSC in Q4 2022 and has held it in 15 quarters since. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Silver Oak Advisory Group held 19,387 shares of Nuveen ESG Small-Cap ETF worth $1.01M as of Q2 2026.
  • Silver Oak Advisory Group sold 48 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $2.36K.
  • Nuveen ESG Small-Cap ETF made up 0.4% of Silver Oak Advisory Group's portfolio in Q2 2026, its #34 holding.
  • Silver Oak Advisory Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.