SOA Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

SOA Wealth 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	$181K	Sell	3,466 -1,569	-31%	-$77.2K	0.03%	217
2026 Q1	$227K	Sell	5,035 -904	-15%	-$42.2K	0.04%	182
2025 Q4	$265K	Sell	5,939 -1,059	-15%	-$47.2K	0.04%	172
2025 Q3	$309K	Sell	6,998 -25	-0.4%	-$1.06K	0.05%	159
2025 Q2	$286K	Hold	7,023	–	–	0.05%	169
2025 Q1	$269K	Hold	7,023	–	–	0.06%	161
2024 Q4	$294K	Sell	7,023 -12	-0.2%	-$524	0.05%	150
2024 Q3	$301K	Sell	7,035 -109	-2%	-$4.49K	0.06%	147
2024 Q2	$281K	Hold	7,144	–	–	0.06%	145
2024 Q1	$297K	Hold	7,144	–	–	0.06%	144
2023 Q4	$279K	Hold	7,144	–	–	0.06%	144
2023 Q3	$249K	Buy	7,144 +134	+2%	+$4.94K	0.06%	146
2023 Q2	$259K	Buy	7,010 +313	+5%	+$11.1K	0.06%	141
2023 Q1	$237K	Hold	6,697	–	–	0.06%	138
2022 Q4	$229K	Hold	6,697	–	–	0.06%	138
2022 Q3	$214K	Buy	6,697 +1,910	+40%	+$67.2K	0.06%	141
2022 Q2	$157K	Buy	+4,787	New	+$172K	0.05%	162

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

SOA Wealth Advisors's NUSC Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 31% in Q2 2026, selling an estimated $77.2K and leaving 3,466 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #217.

SOA Wealth Advisors first reported a position in NUSC in Q2 2022 and has held it in 17 quarters since. The position peaked at $309K in Q3 2025. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

SOA Wealth Advisors held 3,466 shares of Nuveen ESG Small-Cap ETF worth $181K as of Q2 2026.
SOA Wealth Advisors sold 1,569 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $77.2K.
Nuveen ESG Small-Cap ETF made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #217 holding.
SOA Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
SOA Wealth Advisors's Nuveen ESG Small-Cap ETF position peaked at $309K in Q3 2025.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.