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 Q3	$13M	Buy	267,464 +6,827	+3%	+$349K	1.33%	16
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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

CCWP

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

XFP

Xena Financial Planning Portland, Oregon $105M AUM 12.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

First Pacific Financial's NUSC Position: Q3 2026 in Review

First Pacific Financial increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.6% in Q3 2026, buying an estimated $349K and bringing the position to 267,464 shares worth $13M. The position accounts for 1.33% of the portfolio, ranked #16.

First Pacific Financial first reported a position in NUSC in Q1 2021 and has held it in 23 quarters since. The position peaked at $13.6M in Q2 2026. 42 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

First Pacific Financial held 267,464 shares of Nuveen ESG Small-Cap ETF worth $13M as of Q3 2026.
First Pacific Financial bought 6,827 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $349K.
Nuveen ESG Small-Cap ETF made up 1.33% of First Pacific Financial's portfolio in Q3 2026, its #16 holding.
First Pacific Financial first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and has held it in 23 quarters since.
First Pacific Financial's Nuveen ESG Small-Cap ETF position peaked at $13.6M in Q2 2026.
42 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.