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	–	348
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

XY Planning Network's NUSC Position: Q2 2026 in Review

XY Planning Network sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026, closing a stake of 50,553 shares — an estimated $2.3M sold.

XY Planning Network first reported a position in NUSC in Q4 2024 and held it in 6 quarters. The position peaked at $2.3M in Q1 2026. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

XY Planning Network reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
XY Planning Network sold 50,553 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $2.3M.
XY Planning Network first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and held it in 6 quarters.
XY Planning Network's Nuveen ESG Small-Cap ETF position peaked at $2.3M in Q1 2026.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.