BFC Planning, Inc.’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

BFC Planning, Inc.’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	$3.91K	Buy	+75	New	+$3.69K	﹤0.01%	2761

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BFC Planning, Inc.'s NUSC Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026: 75 shares worth $3.91K. The stake represents ﹤0.01% of the portfolio and ranks #2761 among its holdings.

271 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

BFC Planning, Inc. held 75 shares of Nuveen ESG Small-Cap ETF worth $3.91K as of Q2 2026.
Nuveen ESG Small-Cap ETF was a new BFC Planning, Inc. position in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2761 holding.
271 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.