Falcon Wealth Planning’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Falcon Wealth 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	$484K	Sell	9,283 -1,306	-12%	-$64.2K	0.03%	147
2026 Q1	$477K	Sell	10,589 -642	-6%	-$30K	0.03%	134
2025 Q4	$501K	Sell	11,231 -24	-0.2%	-$1.07K	0.04%	117
2025 Q3	$496K	Buy	11,255 +2,303	+26%	+$97.9K	0.04%	112
2025 Q2	$365K	Buy	8,952 +1,204	+16%	+$46.4K	0.04%	125
2025 Q1	$297K	Buy	+7,748	New	+$322K	0.03%	138

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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Falcon Wealth Planning's NUSC Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 12% in Q2 2026, selling an estimated $64.2K and leaving 9,283 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #147.

Falcon Wealth Planning first reported a position in NUSC in Q1 2025 and has held it in 6 quarters since. The position peaked at $501K in Q4 2025. 90 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Falcon Wealth Planning held 9,283 shares of Nuveen ESG Small-Cap ETF worth $484K as of Q2 2026.
Falcon Wealth Planning sold 1,306 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $64.2K.
Nuveen ESG Small-Cap ETF made up 0.03% of Falcon Wealth Planning's portfolio in Q2 2026, its #147 holding.
Falcon Wealth Planning first reported a position in Nuveen ESG Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Falcon Wealth Planning's Nuveen ESG Small-Cap ETF position peaked at $501K in Q4 2025.
90 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.