Action Point Financial Planning’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Action Point Financial Planning’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	$38.6K	Buy	+740	New	+$36.4K	﹤0.01%	908

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

Action Point Financial Planning's NUSC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026: 740 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings.

266 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Action Point Financial Planning held 740 shares of Nuveen ESG Small-Cap ETF worth $38.6K as of Q2 2026.
Nuveen ESG Small-Cap ETF was a new Action Point Financial Planning position in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #908 holding.
266 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.