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

Aspiriant 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
2023 Q4	–	Sell	-6,506	Closed	-$227K	–	314
2023 Q3	$227K	Hold	6,506	–	–	0.01%	255
2023 Q2	$241K	Hold	6,506	–	–	0.01%	255
2023 Q1	$230K	Hold	6,506	–	–	0.01%	254
2022 Q4	$222K	Hold	6,506	–	–	0.01%	247
2022 Q3	$209K	Hold	6,506	–	–	0.01%	248
2022 Q2	$213K	Hold	6,506	–	–	0.01%	259
2022 Q1	$259K	Hold	6,506	–	–	0.01%	237
2021 Q4	$273K	Hold	6,506	–	–	0.01%	238
2021 Q3	$283K	Hold	6,506	–	–	0.02%	199
2021 Q2	$294K	Hold	6,506	–	–	0.02%	201
2021 Q1	$280K	Buy	+6,506	New	+$275K	0.02%	185

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Aspiriant LLC's NUSC Position: Q4 2023 in Review

Aspiriant LLC sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2023, closing a stake of 6,506 shares — an estimated $227K sold.

Aspiriant LLC first reported a position in NUSC in Q1 2021 and held it in 11 quarters. The position peaked at $294K in Q2 2021. 228 funds tracked by Wall St. Rank hold NUSC as of Q4 2023.

Aspiriant LLC reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2023 after selling out during the quarter.
Aspiriant LLC sold 6,506 Nuveen ESG Small-Cap ETF shares in Q4 2023, an estimated $227K.
Aspiriant LLC first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and held it in 11 quarters.
Aspiriant LLC's Nuveen ESG Small-Cap ETF position peaked at $294K in Q2 2021.
228 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2023.

Based on Aspiriant LLC's 13F filing for Q4 2023, filed 26 Jan 2024.