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

Rossby Financial’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	$4.03M	Buy	77,279 +1,678	+2%	+$82.5K	0.74%	26
2026 Q1	$3.44M	Sell	75,601 -2,204	-3%	-$103K	0.7%	29
2025 Q4	$3.47M	Sell	77,805 -1,595	-2%	-$71.1K	1.07%	16
2025 Q3	$3.52M	Buy	79,400 +1,670	+2%	+$71K	1.15%	16
2025 Q2	$3.17M	Sell	77,730 -1,968	-2%	-$75.8K	1.17%	15
2025 Q1	$2.96M	Buy	79,698 +6,606	+9%	+$274K	1.25%	17
2024 Q4	$3.06M	Buy	+73,092	New	+$3.19M	1.89%	12

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

Rossby Financial's NUSC Position: Q2 2026 in Review

Rossby Financial increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.2% in Q2 2026, buying an estimated $82.5K and bringing the position to 77,279 shares worth $4.03M. The position accounts for 0.74% of the portfolio, ranked #26.

Rossby Financial first reported a position in NUSC in Q4 2024 and has held it in 7 quarters since. 268 funds tracked by Wall St. Rank hold NUSC as of Q2 2026.

Rossby Financial held 77,279 shares of Nuveen ESG Small-Cap ETF worth $4.03M as of Q2 2026.
Rossby Financial bought 1,678 Nuveen ESG Small-Cap ETF shares in Q2 2026, an estimated $82.5K.
Nuveen ESG Small-Cap ETF made up 0.74% of Rossby Financial's portfolio in Q2 2026, its #26 holding.
Rossby Financial first reported a position in Nuveen ESG Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
268 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.