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55I LLC’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

55I LLC’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
2022
Q3 		$225K Buy
+7,031
New +$248K 0.01% 560

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

55I LLC's NUSC Position: Q3 2022 in Review

55I LLC opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q3 2022: 7,031 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings.

181 funds tracked by Wall St. Rank hold NUSC as of Q3 2022.

  • 55I LLC held 7,031 shares of Nuveen ESG Small-Cap ETF worth $225K as of Q3 2022.
  • Nuveen ESG Small-Cap ETF was a new 55I LLC position in Q3 2022.
  • Nuveen ESG Small-Cap ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #560 holding.
  • 181 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.