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

Warner 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 		$247K Buy
+4,748
New +$234K 0.07% 134

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Warner Financial's NUSC Position: Q2 2026 in Review

Warner Financial opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026: 4,748 shares worth $247K. The stake represents 0.07% of the portfolio and ranks #134 among its holdings.

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

  • Warner Financial held 4,748 shares of Nuveen ESG Small-Cap ETF worth $247K as of Q2 2026.
  • Nuveen ESG Small-Cap ETF was a new Warner Financial position in Q2 2026.
  • Nuveen ESG Small-Cap ETF made up 0.07% of Warner Financial's portfolio in Q2 2026, its #134 holding.
  • 128 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.