SilverOak Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

SilverOak Wealth Management’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	$3.24M	Buy	62,225 +479	+0.8%	+$23.6K	0.42%	30
2026 Q1	$2.78M	Buy	61,746 +892	+1%	+$41.7K	0.44%	28
2025 Q4	$2.72M	Buy	60,854 +5,919	+11%	+$264K	0.43%	29
2025 Q3	$2.42M	Buy	54,935 +1,828	+3%	+$77.7K	0.41%	28
2025 Q2	$2.16M	Buy	53,107 +4,381	+9%	+$169K	0.41%	31
2025 Q1	$1.87M	Buy	48,726 +280	+0.6%	+$11.6K	0.4%	31
2024 Q4	$2.03M	Buy	48,446 +185	+0.4%	+$8.08K	0.44%	28
2024 Q3	$2.07M	Sell	48,261 -2,737	-5%	-$113K	0.46%	27
2024 Q2	$2.01M	Buy	50,998 +6,511	+15%	+$258K	0.48%	26
2024 Q1	$1.85M	Buy	44,487 +346	+0.8%	+$13.6K	0.46%	29
2023 Q4	$1.73M	Buy	+44,141	New	+$1.55M	0.47%	27

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

SilverOak Wealth Management's NUSC Position: Q2 2026 in Review

SilverOak Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.78% in Q2 2026, buying an estimated $23.6K and bringing the position to 62,225 shares worth $3.24M. The position accounts for 0.42% of the portfolio, ranked #30.

SilverOak Wealth Management first reported a position in NUSC in Q4 2023 and has held it in 11 quarters since. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

SilverOak Wealth Management held 62,225 shares of Nuveen ESG Small-Cap ETF worth $3.24M as of Q2 2026.
SilverOak Wealth Management bought 479 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $23.6K.
Nuveen ESG Small-Cap ETF made up 0.42% of SilverOak Wealth Management's portfolio in Q2 2026, its #30 holding.
SilverOak Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.