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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
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

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Affiance Financial's NUSC Position: Q2 2026 in Review

Affiance Financial increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 15,624 shares worth $814K. The position accounts for 0.12% of the portfolio, ranked #63.

Affiance Financial first reported a position in NUSC in Q1 2026 and has held it in 2 quarters since. 120 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Affiance Financial held 15,624 shares of Nuveen ESG Small-Cap ETF worth $814K as of Q2 2026.
  • Affiance Financial bought 205 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $10.1K.
  • Nuveen ESG Small-Cap ETF made up 0.12% of Affiance Financial's portfolio in Q2 2026, its #63 holding.
  • Affiance Financial first reported a position in Nuveen ESG Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 120 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.