Harbor Asset Planning’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Harbor Asset 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	$210K	Hold	4,034	–	–	0.16%	99
2026 Q1	$182K	Hold	4,034	–	–	0.15%	105
2025 Q4	$180K	Buy	4,034 +41	+1%	+$1.83K	0.15%	96
2025 Q3	$176K	Sell	3,993 -2,600	-39%	-$111K	0.16%	94
2025 Q2	$269K	Buy	+6,593	New	+$254K	0.26%	73

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

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 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harbor Asset Planning's NUSC Position: Q2 2026 in Review

Harbor Asset Planning held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q2 2026 at 4,034 shares worth $210K. The position accounts for 0.16% of the portfolio, ranked #99.

Harbor Asset Planning first reported a position in NUSC in Q2 2025 and has held it in 5 quarters since. The position peaked at $269K in Q2 2025. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Harbor Asset Planning held 4,034 shares of Nuveen ESG Small-Cap ETF worth $210K as of Q2 2026.
Harbor Asset Planning left its Nuveen ESG Small-Cap ETF share count unchanged in Q2 2026.
Nuveen ESG Small-Cap ETF made up 0.16% of Harbor Asset Planning's portfolio in Q2 2026, its #99 holding.
Harbor Asset Planning first reported a position in Nuveen ESG Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Nuveen ESG Small-Cap ETF position peaked at $269K in Q2 2025.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.