LifeSteps Financial’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

LifeSteps Financial’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	$2.61K	Buy	+50	New	+$2.46K	﹤0.01%	640

Other funds holding NUSC

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LifeSteps Financial's NUSC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026: 50 shares worth $2.61K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings.

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

LifeSteps Financial held 50 shares of Nuveen ESG Small-Cap ETF worth $2.61K as of Q2 2026.
Nuveen ESG Small-Cap ETF was a new LifeSteps Financial position in Q2 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #640 holding.
115 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.