XY Planning Network’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

XY Planning Network’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	–	Sell	-50,553	Closed	-$2.3M	–	349
2026 Q1	$2.3M	Buy	50,553 +1,282	+3%	+$59.9K	0.37%	64
2025 Q4	$2.2M	Buy	49,271 +3,125	+7%	+$139K	0.38%	64
2025 Q3	$1.88M	Hold	46,146	–	–	0.64%	44
2025 Q2	$1.88M	Buy	46,146 +8,067	+21%	+$311K	0.64%	44
2025 Q1	$1.46M	Sell	38,079 -186	-0.5%	-$7.72K	0.97%	29
2024 Q4	$1.6M	Buy	+38,265	New	+$1.67M	1.2%	28

Other funds holding NUSC

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return