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 Q3	$1.44M	Sell	29,640 -689	-2%	-$35.2K	0.3%	48
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

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Stewardship Advisors's NUSC Position: Q3 2026 in Review

Stewardship Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.3% in Q3 2026, selling an estimated $35.2K and leaving 29,640 shares worth $1.44M. The position accounts for 0.3% of the portfolio, ranked #48.

Stewardship Advisors first reported a position in NUSC in Q1 2020 and has held it in 14 quarters since. The position peaked at $6.31M in Q3 2020. 151 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

Stewardship Advisors held 29,640 shares of Nuveen ESG Small-Cap ETF worth $1.44M as of Q3 2026.
Stewardship Advisors sold 689 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $35.2K.
Nuveen ESG Small-Cap ETF made up 0.3% of Stewardship Advisors's portfolio in Q3 2026, its #48 holding.
Stewardship Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2020 and has held it in 14 quarters since.
Stewardship Advisors's Nuveen ESG Small-Cap ETF position peaked at $6.31M in Q3 2020.
151 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.