KFAA
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Klaas Financial Asset Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Klaas Financial Asset Advisors’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 		$407K Sell
7,809
-126
-2% -$6.2K 0.05% 49
2026
Q1 		$358K Sell
7,935
-25,331
-76% -$1.18M 0.05% 52
2025
Q4 		$1.49M Sell
33,266
-1,506
-4% -$67.1K 0.22% 34
2025
Q3 		$1.53M Buy
34,772
+1,331
+4% +$56.6K 0.23% 33
2025
Q2 		$1.36M Buy
33,441
+2,294
+7% +$88.4K 0.22% 35
2025
Q1 		$1.19M Buy
31,147
+4,175
+15% +$173K 0.21% 38
2024
Q4 		$1.13M Buy
26,972
+1,350
+5% +$58.9K 0.2% 34
2024
Q3 		$1.1M Sell
25,622
-844
-3% -$34.8K 0.19% 34
2024
Q2 		$1.04M Sell
26,466
-9,880
-27% -$392K 0.19% 37
2024
Q1 		$1.51M Buy
36,346
+1,469
+4% +$57.6K 0.3% 30
2023
Q4 		$1.36M Sell
34,877
-7,580
-18% -$267K 0.28% 31
2023
Q3 		$1.48M Buy
42,457
+4,664
+12% +$172K 0.33% 32
2023
Q2 		$1.4M Buy
37,793
+4,601
+14% +$163K 0.31% 32
2023
Q1 		$1.18M Buy
33,192
+1,385
+4% +$50.4K 0.27% 32
2022
Q4 		$1.09M Buy
31,807
+1,731
+6% +$60.4K 0.27% 31
2022
Q3 		$964K Buy
30,076
+8,365
+39% +$295K 0.25% 34
2022
Q2 		$712K Buy
21,711
+2,117
+11% +$76.1K 0.18% 36
2022
Q1 		$781K Buy
19,594
+11,399
+139% +$450K 0.18% 35
2021
Q4 		$344K Buy
8,195
+3,057
+59% +$136K 0.08% 42
2021
Q3 		$223K Buy
5,138
+4,352
+554% +$192K 0.05% 45
2021
Q2 		$35K Buy
786
+514
+189% +$22.9K 0.01% 58
2021
Q1 		$12K Buy
+272
New +$11.5K ﹤0.01% 64

Other funds holding NUSC

DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return