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Arkadios Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-570
Closed -$24K – 1359
2021
Q3 		$24K Hold
570
– – ﹤0.01% 1146
2021
Q2 		$25K Buy
+570
New +$25.3K ﹤0.01% 1189

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arkadios Wealth Advisors's NUSC Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2021, closing a stake of 570 shares — an estimated $24K sold.

Arkadios Wealth Advisors first reported a position in NUSC in Q2 2021 and held it in 2 quarters. The position peaked at $25K in Q2 2021. 178 funds tracked by Wall St. Rank hold NUSC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 570 Nuveen ESG Small-Cap ETF shares in Q4 2021, an estimated $24K.
  • Arkadios Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Nuveen ESG Small-Cap ETF position peaked at $25K in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.