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 Q1	$2.48K	Buy	+55	New	+$2.57K	﹤0.01%	2224

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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 $26B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

Root Financial Partners's NUSC Position: Q1 2026 in Review

Root Financial Partners opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q1 2026: 55 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #2224 among its holdings.

265 funds tracked by Wall St. Rank hold NUSC as of Q1 2026.

Root Financial Partners held 55 shares of Nuveen ESG Small-Cap ETF worth $2.48K as of Q1 2026.
Nuveen ESG Small-Cap ETF was a new Root Financial Partners position in Q1 2026.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2224 holding.
265 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.