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 Q3	$2.04M	Buy	+42,025	New	+$2.15M	0.22%	95
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

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Blue Financial Stevensville, Michigan $270M AUM 8.16% 1-Year Est. Return

XY Planning Network's NUSC Position: Q3 2026 in Review

XY Planning Network opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q3 2026: 42,025 shares worth $2.04M. The stake represents 0.22% of the portfolio and ranks #95 among its holdings. This is a return to the name: XY Planning Network previously reported a position in NUSC as recently as Q1 2026.

XY Planning Network first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q1 2026. 71 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

XY Planning Network held 42,025 shares of Nuveen ESG Small-Cap ETF worth $2.04M as of Q3 2026.
Nuveen ESG Small-Cap ETF was a new XY Planning Network position in Q3 2026.
Nuveen ESG Small-Cap ETF made up 0.22% of XY Planning Network's portfolio in Q3 2026, its #95 holding.
XY Planning Network first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's Nuveen ESG Small-Cap ETF position peaked at $2.3M in Q1 2026.
71 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.