Values Added Financial
NUSC icon

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

Values Added 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
Q3 		$449K Buy
9,263
+1,903
+26% +$97.3K 0.16% 87
2026
Q2 		$384K Hold
7,360
– – 0.14% 97
2026
Q1 		$332K Sell
7,360
-249
-3% -$11.6K 0.14% 97
2025
Q4 		$340K Hold
7,609
– – 0.14% 93
2025
Q3 		$336K Hold
7,609
– – 0.15% 93
2025
Q2 		$310K Buy
7,609
+2,240
+42% +$86.3K 0.15% 97
2025
Q1 		$206K Sell
5,369
-993
-16% -$41.2K 0.11% 115
2024
Q4 		$266K Buy
+6,362
New +$278K 0.15% 100
2023
Q4 		– Sell
-6,441
Closed -$224K – 86
2023
Q3 		$224K Buy
+6,441
New +$238K 0.2% 78

Other funds holding NUSC

Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
DeDora Capital
DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return
SilverOak Wealth Management
SilverOak Wealth Management Edina, Minnesota $840M AUM 15.78% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Values Added Financial's NUSC Position: Q3 2026 in Review

Values Added Financial increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 26% in Q3 2026, buying an estimated $97.3K and bringing the position to 9,263 shares worth $449K. The position accounts for 0.16% of the portfolio, ranked #87.

Values Added Financial first reported a position in NUSC in Q3 2023 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Values Added Financial held 9,263 shares of Nuveen ESG Small-Cap ETF worth $449K as of Q3 2026.
  • Values Added Financial bought 1,903 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $97.3K.
  • Nuveen ESG Small-Cap ETF made up 0.16% of Values Added Financial's portfolio in Q3 2026, its #87 holding.
  • Values Added Financial first reported a position in Nuveen ESG Small-Cap ETF in Q3 2023 and has held it in 9 quarters since.
  • 102 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.