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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Klaas Financial Asset Advisors's NUSC Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.6% in Q2 2026, selling an estimated $6.2K and leaving 7,809 shares worth $407K. The position accounts for 0.05% of the portfolio, ranked #49.

Klaas Financial Asset Advisors first reported a position in NUSC in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.53M in Q3 2025. 267 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Klaas Financial Asset Advisors held 7,809 shares of Nuveen ESG Small-Cap ETF worth $407K as of Q2 2026.
  • Klaas Financial Asset Advisors sold 126 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $6.2K.
  • Nuveen ESG Small-Cap ETF made up 0.05% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #49 holding.
  • Klaas Financial Asset Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Klaas Financial Asset Advisors's Nuveen ESG Small-Cap ETF position peaked at $1.53M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.