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

Stewardship 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	$1.58M	Sell	30,329 -839	-3%	-$41.3K	0.33%	42
2026 Q1	$1.4M	Buy	31,168 +1,792	+6%	+$83.7K	0.32%	44
2025 Q4	$1.31M	Sell	29,376 -1,753	-6%	-$78.2K	0.3%	46
2025 Q3	$1.37M	Sell	31,129 -187	-0.6%	-$7.95K	0.32%	45
2025 Q2	$1.28M	Sell	31,316 -143	-0.5%	-$5.51K	0.32%	42
2025 Q1	$1.21M	Buy	+31,459	New	+$1.31M	0.33%	41
2021 Q4	–	Sell	-6,642	Closed	-$289K	–	55
2021 Q3	$289K	Sell	6,642 -8,521	-56%	-$376K	0.11%	46
2021 Q2	$685K	Buy	15,163 +55	+0.4%	+$2.45K	0.26%	39
2021 Q1	$650K	Sell	15,108 -49,452	-77%	-$2.09M	0.26%	34
2020 Q4	$2.48M	Sell	64,560 -130,681	-67%	-$4.52M	1.01%	29
2020 Q3	$6.31M	Sell	195,241 -16,073	-8%	-$469K	3.16%	12
2020 Q2	$5.8M	Buy	211,314 +18,388	+10%	+$461K	3.22%	11
2020 Q1	$4.17M	Buy	+192,926	New	+$5.44M	2.71%	12

Other funds holding NUSC

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stewardship Advisors's NUSC Position: Q2 2026 in Review

Stewardship Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.7% in Q2 2026, selling an estimated $41.3K and leaving 30,329 shares worth $1.58M. The position accounts for 0.33% of the portfolio, ranked #42.

Stewardship Advisors first reported a position in NUSC in Q1 2020 and has held it in 13 quarters since. The position peaked at $6.31M in Q3 2020. 120 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Stewardship Advisors held 30,329 shares of Nuveen ESG Small-Cap ETF worth $1.58M as of Q2 2026.
Stewardship Advisors sold 839 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $41.3K.
Nuveen ESG Small-Cap ETF made up 0.33% of Stewardship Advisors's portfolio in Q2 2026, its #42 holding.
Stewardship Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2020 and has held it in 13 quarters since.
Stewardship Advisors's Nuveen ESG Small-Cap ETF position peaked at $6.31M in Q3 2020.
120 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.