Root Financial Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Root Financial 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 Q2	–	Sell	-55	Closed	-$2.48K	–	2237
2026 Q1	$2.48K	Buy	+55	New	+$2.57K	﹤0.01%	2224

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

Root Financial Partners's NUSC Position: Q2 2026 in Review

Root Financial Partners sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2026, closing a stake of 55 shares — an estimated $2.48K sold.

Root Financial Partners first reported a position in NUSC in Q1 2026 and held it in 1 quarter. The position peaked at $2.48K in Q1 2026. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Root Financial Partners reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 55 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $2.48K.
Root Financial Partners first reported a position in Nuveen ESG Small-Cap ETF in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Nuveen ESG Small-Cap ETF position peaked at $2.48K in Q1 2026.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.