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

Xena Financial Planning’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 		$2.29M Buy
43,965
+3,469
+9% +$171K 2.2% 14
2026
Q1 		$1.82M Buy
40,496
+9,146
+29% +$427K 2.06% 14
2025
Q4 		$1.4M Buy
+31,350
New +$1.4M 1.64% 13

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

Xena Financial Planning's NUSC Position: Q2 2026 in Review

Xena Financial Planning increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 8.6% in Q2 2026, buying an estimated $171K and bringing the position to 43,965 shares worth $2.29M. The position accounts for 2.2% of the portfolio, ranked #14.

Xena Financial Planning first reported a position in NUSC in Q4 2025 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

  • Xena Financial Planning held 43,965 shares of Nuveen ESG Small-Cap ETF worth $2.29M as of Q2 2026.
  • Xena Financial Planning bought 3,469 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $171K.
  • Nuveen ESG Small-Cap ETF made up 2.2% of Xena Financial Planning's portfolio in Q2 2026, its #14 holding.
  • Xena Financial Planning first reported a position in Nuveen ESG Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Xena Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.