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Stonehearth Capital Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Stonehearth Capital 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 		$1.97M Sell
37,711
-1,408
-4% -$69.3K 0.67% 21
2026
Q1 		$1.76M Sell
39,119
-2,856
-7% -$133K 0.7% 23
2025
Q4 		$1.87M Sell
41,975
-71
-0.2% -$3.17K 0.69% 22
2025
Q3 		$1.85M Sell
42,046
-60
-0.1% -$2.55K 0.72% 21
2025
Q2 		$1.72M Sell
42,106
-13,360
-24% -$515K 0.71% 21
2025
Q1 		$2.13M Sell
55,466
-848
-2% -$35.2K 0.88% 20
2024
Q4 		$2.36M Sell
56,314
-3,580
-6% -$156K 0.95% 20
2024
Q3 		$2.57M Sell
59,894
-276
-0.5% -$11.4K 1.02% 20
2024
Q2 		$2.37M Sell
60,170
-177
-0.3% -$7.02K 1.01% 20
2024
Q1 		$2.51M Buy
60,347
+504
+0.8% +$19.8K 1.14% 18
2023
Q4 		$2.34M Sell
59,843
-14,337
-19% -$504K 1.15% 18
2023
Q3 		$2.58M Buy
74,180
+1,403
+2% +$51.8K 1.41% 16
2023
Q2 		$2.69M Sell
72,777
-498
-0.7% -$17.6K 1.42% 16
2023
Q1 		$2.59M Buy
73,275
+631
+0.9% +$23K 1.39% 17
2022
Q4 		$2.48M Buy
72,644
+2,390
+3% +$83.4K 1.4% 16
2022
Q3 		$2.25M Buy
70,254
+3,200
+5% +$113K 1.38% 16
2022
Q2 		$2.27M Sell
67,054
-1,664
-2% -$59.8K 1.29% 16
2022
Q1 		$2.74M Buy
68,718
+16,604
+32% +$656K 1.42% 17
2021
Q4 		$2.19M Buy
52,114
+2,728
+6% +$122K 1.13% 17
2021
Q3 		$2.15M Buy
49,386
+1,366
+3% +$60.3K 1.12% 17
2021
Q2 		$2.17M Buy
48,020
+2,110
+5% +$93.8K 1.07% 18
2021
Q1 		$1.98M Sell
45,910
-2,760
-6% -$116K 1.07% 18
2020
Q4 		$1.87M Buy
48,670
+19,054
+64% +$659K 1.05% 21
2020
Q3 		$878K Buy
29,616
+3,101
+12% +$90.4K 0.58% 28
2020
Q2 		$762K Buy
+26,515
New +$665K 0.51% 32

Other funds holding NUSC

DC
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
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Stonehearth Capital Management's NUSC Position: Q2 2026 in Review

Stonehearth Capital Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.6% in Q2 2026, selling an estimated $69.3K and leaving 37,711 shares worth $1.97M. The position accounts for 0.67% of the portfolio, ranked #21.

Stonehearth Capital Management first reported a position in NUSC in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.74M in Q1 2022. 43 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Stonehearth Capital Management held 37,711 shares of Nuveen ESG Small-Cap ETF worth $1.97M as of Q2 2026.
  • Stonehearth Capital Management sold 1,408 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $69.3K.
  • Nuveen ESG Small-Cap ETF made up 0.67% of Stonehearth Capital Management's portfolio in Q2 2026, its #21 holding.
  • Stonehearth Capital Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Stonehearth Capital Management's Nuveen ESG Small-Cap ETF position peaked at $2.74M in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.