Stonebridge Financial Group (Pennsylvania)’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$256K	Buy	4,905 +84	+2%	+$4.13K	0.02%	238
2026 Q1	$217K	Sell	4,821 -467	-9%	-$21.8K	0.02%	244
2025 Q4	$236K	Hold	5,288	–	–	0.02%	226
2025 Q3	$233K	Hold	5,288	–	–	0.02%	218
2025 Q2	$215K	Hold	5,288	–	–	0.02%	228
2025 Q1	$203K	Sell	5,288 -191	-3%	-$7.93K	0.02%	219
2024 Q4	$229K	Buy	+5,479	New	+$239K	0.03%	216

Other funds holding NUSC

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

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

Stonebridge Financial Group (Pennsylvania)'s NUSC Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.7% in Q2 2026, buying an estimated $4.13K and bringing the position to 4,905 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #238.

Stonebridge Financial Group (Pennsylvania) first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. 224 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 4,905 shares of Nuveen ESG Small-Cap ETF worth $256K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 84 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $4.13K.
Nuveen ESG Small-Cap ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #238 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
224 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.