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

VestGen 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	$288K	Buy	5,520 +10	+0.2%	+$492	0.01%	860
2026 Q1	$269K	Sell	5,510 -604	-10%	-$28.2K	0.01%	883
2025 Q4	$273K	Sell	6,114 -4,878	-44%	-$217K	0.01%	621
2025 Q3	$485K	Buy	10,992 +2,466	+29%	+$105K	0.02%	486
2025 Q2	$351K	Sell	8,526 -369	-4%	-$14.2K	0.01%	475
2025 Q1	$341K	Buy	+8,895	New	+$369K	0.02%	437

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

VestGen Advisors's NUSC Position: Q2 2026 in Review

VestGen Advisors increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.18% in Q2 2026, buying an estimated $492 and bringing the position to 5,520 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #860.

VestGen Advisors first reported a position in NUSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $485K in Q3 2025. 269 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

VestGen Advisors held 5,520 shares of Nuveen ESG Small-Cap ETF worth $288K as of Q2 2026.
VestGen Advisors bought 10 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $492.
Nuveen ESG Small-Cap ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #860 holding.
VestGen Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Nuveen ESG Small-Cap ETF position peaked at $485K in Q3 2025.
269 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.