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

SK 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	$680K	Sell	12,956 -1,748	-12%	-$86K	0.15%	47
2026 Q1	$671K	Sell	14,704 -921	-6%	-$43K	0.19%	44
2025 Q4	$742K	Sell	15,625 -20,808	-57%	-$928K	0.21%	45
2025 Q3	$1.61M	Sell	36,433 -3,864	-10%	-$164K	0.6%	30
2025 Q2	$1.69M	Sell	40,297 -6,413	-14%	-$247K	0.73%	26
2025 Q1	$1.63M	Sell	46,710 -3,558	-7%	-$148K	0.88%	22
2024 Q4	$2.11M	Hold	50,268	–	–	1.07%	17
2024 Q3	$2.12M	Buy	+50,268	New	+$2.07M	1.08%	16

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

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

SK Wealth Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 12% in Q2 2026, selling an estimated $86K and leaving 12,956 shares worth $680K. The position accounts for 0.15% of the portfolio, ranked #47.

SK Wealth Management first reported a position in NUSC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.12M in Q3 2024. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

SK Wealth Management held 12,956 shares of Nuveen ESG Small-Cap ETF worth $680K as of Q2 2026.
SK Wealth Management sold 1,748 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $86K.
Nuveen ESG Small-Cap ETF made up 0.15% of SK Wealth Management's portfolio in Q2 2026, its #47 holding.
SK Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q3 2024 and has held it in 8 quarters since.
SK Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $2.12M in Q3 2024.
267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.