Affiance Financial
NUSC icon

Affiance Financial’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Affiance Financial’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 		$795K Buy
16,375
+751
+5% +$38.4K 0.11% 62
2026
Q2 		$814K Buy
15,624
+205
+1% +$10.1K 0.12% 63
2026
Q1 		$695K Buy
+15,419
New +$720K 0.11% 61

Other funds holding NUSC

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
DeDora Capital
DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return
SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Affiance Financial's NUSC Position: Q3 2026 in Review

Affiance Financial increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 4.8% in Q3 2026, buying an estimated $38.4K and bringing the position to 16,375 shares worth $795K. The position accounts for 0.11% of the portfolio, ranked #62.

Affiance Financial first reported a position in NUSC in Q1 2026 and has held it in 3 quarters since. The position peaked at $814K in Q2 2026. 102 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Affiance Financial held 16,375 shares of Nuveen ESG Small-Cap ETF worth $795K as of Q3 2026.
  • Affiance Financial bought 751 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $38.4K.
  • Nuveen ESG Small-Cap ETF made up 0.11% of Affiance Financial's portfolio in Q3 2026, its #62 holding.
  • Affiance Financial first reported a position in Nuveen ESG Small-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Affiance Financial's Nuveen ESG Small-Cap ETF position peaked at $814K in Q2 2026.
  • 102 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Affiance Financial's 13F filing for Q3 2026, filed 15 Oct 2026.