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 Q3	$196K	Hold	4,034	–	–	0.15%	104
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

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

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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

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

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

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

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

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

Harbor Asset Planning's NUSC Position: Q3 2026 in Review

Harbor Asset Planning held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q3 2026 at 4,034 shares worth $196K. The position accounts for 0.15% of the portfolio, ranked #104.

Harbor Asset Planning first reported a position in NUSC in Q2 2025 and has held it in 6 quarters since. The position peaked at $269K in Q2 2025. 92 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

Harbor Asset Planning held 4,034 shares of Nuveen ESG Small-Cap ETF worth $196K as of Q3 2026.
Harbor Asset Planning left its Nuveen ESG Small-Cap ETF share count unchanged in Q3 2026.
Nuveen ESG Small-Cap ETF made up 0.15% of Harbor Asset Planning's portfolio in Q3 2026, its #104 holding.
Harbor Asset Planning first reported a position in Nuveen ESG Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's Nuveen ESG Small-Cap ETF position peaked at $269K in Q2 2025.
92 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.