Adroit Compliance’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Adroit Compliance’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
2023 Q4	$1.36M	Buy	+34,877	New	+$1.23M	0.28%	31

Other funds holding NUSC

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Adroit Compliance's NUSC Position: Q4 2023 in Review

Adroit Compliance opened a new position in Nuveen ESG Small-Cap ETF (NUSC) in Q4 2023: 34,877 shares worth $1.36M. The stake represents 0.28% of the portfolio and ranks #31 among its holdings.

227 funds tracked by Wall St. Rank hold NUSC as of Q4 2023.

Adroit Compliance held 34,877 shares of Nuveen ESG Small-Cap ETF worth $1.36M as of Q4 2023.
Nuveen ESG Small-Cap ETF was a new Adroit Compliance position in Q4 2023.
Nuveen ESG Small-Cap ETF made up 0.28% of Adroit Compliance's portfolio in Q4 2023, its #31 holding.
227 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.