Moller Wealth Partners
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Moller Wealth Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Moller Wealth Partners’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 		$393K Buy
8,103
+290
+4% +$14.8K 0.07% 52
2026
Q2 		$407K Buy
+7,813
New +$384K 0.07% 55

Other funds holding NUSC

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Moller Wealth Partners's NUSC Position: Q3 2026 in Review

Moller Wealth Partners increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 3.7% in Q3 2026, buying an estimated $14.8K and bringing the position to 8,103 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #52.

Moller Wealth Partners first reported a position in NUSC in Q2 2026 and has held it in 2 quarters since. The position peaked at $407K in Q2 2026. 163 funds tracked by Wall St. Rank hold NUSC as of Q3 2026.

  • Moller Wealth Partners held 8,103 shares of Nuveen ESG Small-Cap ETF worth $393K as of Q3 2026.
  • Moller Wealth Partners bought 290 Nuveen ESG Small-Cap ETF shares in Q3 2026, an estimated $14.8K.
  • Nuveen ESG Small-Cap ETF made up 0.07% of Moller Wealth Partners's portfolio in Q3 2026, its #52 holding.
  • Moller Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Moller Wealth Partners's Nuveen ESG Small-Cap ETF position peaked at $407K in Q2 2026.
  • 163 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.