FPF
NUSC icon

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

First Pacific 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 		$13.6M Sell
260,637
-4,395
-2% -$216K 1.62% 12
2026
Q1 		$11.9M Sell
265,032
-355
-0.1% -$16.6K 1.54% 13
2025
Q4 		$11.8M Buy
265,387
+9,868
+4% +$440K 1.55% 14
2025
Q3 		$11.3M Buy
255,519
+6,644
+3% +$283K 1.57% 14
2025
Q2 		$10.1M Buy
248,875
+5,825
+2% +$225K 1.49% 16
2025
Q1 		$9.32M Buy
243,050
+4,629
+2% +$192K 1.89% 15
2024
Q4 		$9.99M Buy
238,421
+18,777
+9% +$820K 2.32% 12
2024
Q3 		$9.41M Buy
219,644
+45,408
+26% +$1.87M 2.2% 12
2024
Q2 		$6.85M Buy
174,236
+8,959
+5% +$355K 1.76% 15
2024
Q1 		$6.87M Buy
165,277
+6,401
+4% +$251K 1.92% 14
2023
Q4 		$6.21M Buy
158,876
+4,787
+3% +$168K 1.9% 13
2023
Q3 		$5.37M Buy
154,089
+7,155
+5% +$264K 2.39% 7
2023
Q2 		$5.44M Buy
146,934
+7,176
+5% +$254K 2.31% 8
2023
Q1 		$4.95M Buy
139,758
+17,390
+14% +$633K 2.29% 8
2022
Q4 		$4.18M Buy
122,368
+49,608
+68% +$1.73M 2.06% 7
2022
Q3 		$2.33M Sell
72,760
-1,170
-2% -$41.2K 1.34% 11
2022
Q2 		$2.43M Sell
73,930
-10,039
-12% -$361K 1.14% 14
2022
Q1 		$3.35M Buy
83,969
+10,206
+14% +$403K 1.72% 7
2021
Q4 		$3.1M Buy
73,763
+3,671
+5% +$164K 1.49% 8
2021
Q3 		$3.05M Buy
70,092
+17,706
+34% +$781K 1.62% 8
2021
Q2 		$2.37M Buy
52,386
+10,809
+26% +$481K 1.31% 9
2021
Q1 		$1.79M Buy
+41,577
New +$1.75M 1.12% 10

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Pacific Financial's NUSC Position: Q2 2026 in Review

First Pacific Financial reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.7% in Q2 2026, selling an estimated $216K and leaving 260,637 shares worth $13.6M. The position accounts for 1.62% of the portfolio, ranked #12.

First Pacific Financial first reported a position in NUSC in Q1 2021 and has held it in 22 quarters since. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • First Pacific Financial held 260,637 shares of Nuveen ESG Small-Cap ETF worth $13.6M as of Q2 2026.
  • First Pacific Financial sold 4,395 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $216K.
  • Nuveen ESG Small-Cap ETF made up 1.62% of First Pacific Financial's portfolio in Q2 2026, its #12 holding.
  • First Pacific Financial first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.