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Balasa Dinverno & Foltz’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Balasa Dinverno & Foltz’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
Q3 		$1.71M Buy
53,308
+3,490
+7% +$123K 0.11% 78
2022
Q2 		$1.64M Buy
49,818
+10,565
+27% +$380K 0.1% 82
2022
Q1 		$1.56M Buy
39,253
+9,884
+34% +$390K 0.11% 89
2021
Q4 		$1.23M Buy
29,369
+6,850
+30% +$305K 0.08% 108
2021
Q3 		$979K Buy
+22,519
New +$994K 0.07% 125

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Balasa Dinverno & Foltz's NUSC Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 7% in Q3 2022, buying an estimated $123K and bringing the position to 53,308 shares worth $1.71M. The position accounts for 0.11% of the portfolio, ranked #78.

Balasa Dinverno & Foltz first reported a position in NUSC in Q3 2021 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold NUSC as of Q3 2022.

  • Balasa Dinverno & Foltz held 53,308 shares of Nuveen ESG Small-Cap ETF worth $1.71M as of Q3 2022.
  • Balasa Dinverno & Foltz bought 3,490 Nuveen ESG Small-Cap ETF shares in Q3 2022, an estimated $123K.
  • Nuveen ESG Small-Cap ETF made up 0.11% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #78 holding.
  • Balasa Dinverno & Foltz first reported a position in Nuveen ESG Small-Cap ETF in Q3 2021 and has held it in 5 quarters since.
  • 181 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.