RMG Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

RMG Wealth Management’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	-3,244	Closed	-$159K	–	670
2026 Q1	$159K	Buy	3,244 +1,551	+92%	+$72.4K	0.02%	81
2025 Q4	$81.8K	Sell	1,693 -9	-0.5%	-$401	0.01%	116
2025 Q3	$75.4K	Sell	1,702 -257	-13%	-$10.9K	0.01%	114
2025 Q2	$81.5K	Buy	+1,959	New	+$75.5K	0.01%	97

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

RMG Wealth Management's NUSC Position: Q2 2026 in Review

RMG Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026, closing a stake of 3,244 shares — an estimated $159K sold.

RMG Wealth Management first reported a position in NUSC in Q2 2025 and held it in 4 quarters. The position peaked at $159K in Q1 2026. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

RMG Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
RMG Wealth Management sold 3,244 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $159K.
RMG Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2025 and held it in 4 quarters.
RMG Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $159K in Q1 2026.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.