RFA
NUSC icon

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

RTD Financial 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 		$978K Sell
18,774
-227
-1% -$11.2K 0.11% 73
2026
Q1 		$856K Buy
19,001
+1,400
+8% +$65.4K 0.11% 73
2025
Q4 		$786K Sell
17,601
-1,594
-8% -$71.1K 0.1% 73
2025
Q3 		$847K Buy
19,195
+1,037
+6% +$44.1K 0.1% 69
2025
Q2 		$740K Buy
18,158
+895
+5% +$34.5K 0.09% 71
2025
Q1 		$662K Buy
17,263
+694
+4% +$28.8K 0.09% 73
2024
Q4 		$694K Sell
16,569
-659
-4% -$28.8K 0.09% 72
2024
Q3 		$738K Buy
17,228
+2,854
+20% +$118K 0.09% 72
2024
Q2 		$565K Sell
14,374
-867
-6% -$34.4K 0.08% 73
2024
Q1 		$634K Buy
15,241
+1,029
+7% +$40.3K 0.09% 69
2023
Q4 		$556K Sell
14,212
-1,340
-9% -$47.1K 0.08% 73
2023
Q3 		$542K Buy
15,552
+1,152
+8% +$42.5K 0.08% 72
2023
Q2 		$533K Sell
14,400
-3,906
-21% -$138K 0.08% 71
2023
Q1 		$648K Buy
18,306
+1,020
+6% +$37.1K 0.1% 67
2022
Q4 		$591K Buy
17,286
+1,239
+8% +$43.2K 0.1% 68
2022
Q3 		$515K Sell
16,047
-123
-0.8% -$4.33K 0.09% 69
2022
Q2 		$531K Buy
16,170
+4,579
+40% +$165K 0.08% 76
2022
Q1 		$462K Sell
11,591
-236
-2% -$9.32K 0.06% 83
2021
Q4 		$497K Buy
+11,827
New +$527K 0.07% 82

Other funds holding NUSC

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RTD Financial Advisors's NUSC Position: Q2 2026 in Review

RTD Financial Advisors reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.2% in Q2 2026, selling an estimated $11.2K and leaving 18,774 shares worth $978K. The position accounts for 0.11% of the portfolio, ranked #73.

RTD Financial Advisors first reported a position in NUSC in Q4 2021 and has held it in 19 quarters since. 122 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • RTD Financial Advisors held 18,774 shares of Nuveen ESG Small-Cap ETF worth $978K as of Q2 2026.
  • RTD Financial Advisors sold 227 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $11.2K.
  • Nuveen ESG Small-Cap ETF made up 0.11% of RTD Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • RTD Financial Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 122 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

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