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Avior Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Avior Wealth Management’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
Q3 		– Sell
-422
Closed -$16.6K – 2380
2024
Q2 		$16.6K Hold
422
– – ﹤0.01% 1383
2024
Q1 		$17.6K Buy
+422
New +$16.5K ﹤0.01% 1654
2022
Q2 		– Sell
-147
Closed -$5K – 1175
2022
Q1 		$5K Buy
+147
New +$5.81K ﹤0.01% 908

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

Avior Wealth Management's NUSC Position: Q3 2024 in Review

Avior Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2024, closing a stake of 422 shares — an estimated $16.6K sold.

Avior Wealth Management first reported a position in NUSC in Q1 2022 and held it in 3 quarters. The position peaked at $17.6K in Q1 2024. 239 funds tracked by Wall St. Rank hold NUSC as of Q3 2024.

  • Avior Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 422 Nuveen ESG Small-Cap ETF shares in Q3 2024, an estimated $16.6K.
  • Avior Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q1 2022 and held it in 3 quarters.
  • Avior Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $17.6K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.