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

Pacific Sun 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 		$443K Sell
8,505
-50
-0.6% -$2.46K 0.18% 147
2026
Q1 		$385K Sell
8,555
-745
-8% -$34.8K 0.19% 146
2025
Q4 		$415K Sell
9,300
-946
-9% -$42.2K 0.2% 134
2025
Q3 		$452K Sell
10,246
-340
-3% -$14.5K 0.22% 125
2025
Q2 		$431K Sell
10,586
-600
-5% -$23.1K 0.23% 127
2025
Q1 		$429K Sell
11,186
-350
-3% -$14.5K 0.24% 122
2024
Q4 		$483K Sell
11,536
-730
-6% -$31.9K 0.26% 114
2024
Q3 		$525K Sell
12,266
-690
-5% -$28.4K 0.29% 104
2024
Q2 		$510K Sell
12,956
-1,070
-8% -$42.4K 0.3% 102
2024
Q1 		$583K Sell
14,026
-1,120
-7% -$43.9K 0.34% 94
2023
Q4 		$592K Sell
15,146
-1,957
-11% -$68.8K 0.37% 84
2023
Q3 		$596K Sell
17,103
-1,240
-7% -$45.7K 0.41% 76
2023
Q2 		$650K Buy
+18,343
New +$648K 0.43% 72
2022
Q4 		$624K Sell
18,243
-1,515
-8% -$52.9K 0.44% 70
2022
Q3 		$634K Sell
19,758
-600
-3% -$21.1K 0.45% 71
2022
Q2 		$668K Buy
20,358
+1,735
+9% +$62.4K 0.44% 72
2022
Q1 		$742K Buy
18,623
+4,475
+32% +$177K 0.41% 78
2021
Q4 		$594K Buy
14,148
+2,970
+27% +$132K 0.32% 96
2021
Q3 		$486K Buy
+11,178
New +$493K 0.28% 103

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

Pacific Sun Financial's NUSC Position: Q2 2026 in Review

Pacific Sun Financial reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 0.58% in Q2 2026, selling an estimated $2.46K and leaving 8,505 shares worth $443K. The position accounts for 0.18% of the portfolio, ranked #147.

Pacific Sun Financial first reported a position in NUSC in Q3 2021 and has held it in 19 quarters since. The position peaked at $742K in Q1 2022. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Pacific Sun Financial held 8,505 shares of Nuveen ESG Small-Cap ETF worth $443K as of Q2 2026.
  • Pacific Sun Financial sold 50 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $2.46K.
  • Nuveen ESG Small-Cap ETF made up 0.18% of Pacific Sun Financial's portfolio in Q2 2026, its #147 holding.
  • Pacific Sun Financial first reported a position in Nuveen ESG Small-Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Pacific Sun Financial's Nuveen ESG Small-Cap ETF position peaked at $742K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.