B. Riley Wealth Management’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

B. Riley 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
2022 Q2	$1.21K	Sell	36,935 -634	-2%	-$22.8K	﹤0.01%	272
2022 Q1	$1.5M	Sell	37,569 -200	-0.5%	-$7.9K	0.12%	172
2021 Q4	$1.59M	Buy	37,769 +5,892	+18%	+$263K	0.11%	176
2021 Q3	$1.39M	Sell	31,877 -825	-3%	-$36.4K	0.11%	183
2021 Q2	$1.48M	Buy	32,702 +10,746	+49%	+$478K	0.16%	134
2021 Q1	$945K	Buy	21,956 +2,215	+11%	+$93.5K	0.11%	158
2020 Q4	$757K	Buy	+19,741	New	+$683K	0.1%	164

Other funds holding NUSC

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

B. Riley Wealth Management's NUSC Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.7% in Q2 2022, selling an estimated $22.8K and leaving 36,935 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

B. Riley Wealth Management first reported a position in NUSC in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2021. 187 funds tracked by Wall St. Rank hold NUSC as of Q2 2022.

B. Riley Wealth Management held 36,935 shares of Nuveen ESG Small-Cap ETF worth $1.21K as of Q2 2022.
B. Riley Wealth Management sold 634 Nuveen ESG Small-Cap ETF shares in Q2 2022, an estimated $22.8K.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #272 holding.
B. Riley Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 7 quarters since.
B. Riley Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $1.59M in Q4 2021.
187 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.