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

Advisornet 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
2024
Q4 		– Sell
-2,291
Closed -$98.1K – 2172
2024
Q3 		$98.1K Buy
2,291
+201
+10% +$8.29K 0.01% 711
2024
Q2 		$82.2K Sell
2,090
-15
-0.7% -$595 0.01% 683
2024
Q1 		$87.5K Sell
2,105
-155
-7% -$6.08K 0.01% 664
2023
Q4 		$88.4K Sell
2,260
-3
-0.1% -$106 0.01% 676
2023
Q3 		$78.8K Sell
2,263
-155
-6% -$5.72K 0.01% 672
2023
Q2 		$89.4K Sell
2,418
-83
-3% -$2.93K 0.01% 672
2023
Q1 		$88.6K Sell
2,501
-175
-7% -$6.37K 0.01% 650
2022
Q4 		$91.5K Sell
2,676
-105
-4% -$3.66K 0.01% 641
2022
Q3 		$89K Buy
2,781
+1,297
+87% +$45.7K 0.01% 686
2022
Q2 		$49K Sell
1,484
-20
-1% -$719 ﹤0.01% 872
2022
Q1 		$60K Buy
1,504
+7
+0.5% +$276 ﹤0.01% 907
2021
Q4 		$63K Buy
1,497
+113
+8% +$5.04K ﹤0.01% 937
2021
Q3 		$60K Buy
1,384
+83
+6% +$3.66K ﹤0.01% 946
2021
Q2 		$59K Buy
1,301
+50
+4% +$2.22K ﹤0.01% 935
2021
Q1 		$54K Buy
1,251
+88
+8% +$3.71K ﹤0.01% 920
2020
Q4 		$45K Buy
1,163
+368
+46% +$12.7K ﹤0.01% 900
2020
Q3 		$24K Buy
795
+334
+72% +$9.74K ﹤0.01% 1058
2020
Q2 		$13K Buy
461
+130
+39% +$3.26K ﹤0.01% 1235
2020
Q1 		$7K Sell
331
-847
-72% -$23.9K ﹤0.01% 1357
2019
Q4 		$37K Sell
1,178
-45
-4% -$1.35K ﹤0.01% 998
2019
Q3 		$36K Buy
+1,223
New +$35.8K ﹤0.01% 1019

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisornet Financial's NUSC Position: Q4 2024 in Review

Advisornet Financial sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2024, closing a stake of 2,291 shares — an estimated $98.1K sold.

Advisornet Financial first reported a position in NUSC in Q3 2019 and held it in 21 quarters. The position peaked at $98.1K in Q3 2024. 262 funds tracked by Wall St. Rank hold NUSC as of Q4 2024.

  • Advisornet Financial reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 2,291 Nuveen ESG Small-Cap ETF shares in Q4 2024, an estimated $98.1K.
  • Advisornet Financial first reported a position in Nuveen ESG Small-Cap ETF in Q3 2019 and held it in 21 quarters.
  • Advisornet Financial's Nuveen ESG Small-Cap ETF position peaked at $98.1K in Q3 2024.
  • 262 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.