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

Baystate 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
2023 Q4	$26.9K	Buy	689 +8	+1%	+$281	﹤0.01%	497
2023 Q3	$23.7K	Hold	681	–	–	﹤0.01%	453
2023 Q2	$25.2K	Hold	681	–	–	﹤0.01%	430
2023 Q1	$24.1K	Hold	681	–	–	﹤0.01%	433
2022 Q4	$23K	Buy	681 +8	+1%	+$279	﹤0.01%	437
2022 Q3	$22K	Hold	673	–	–	﹤0.01%	418
2022 Q2	$22K	Buy	673 +344	+105%	+$12.4K	﹤0.01%	437
2022 Q1	$13K	Hold	329	–	–	﹤0.01%	529
2021 Q4	$14K	Buy	329 +23	+8%	+$1.02K	﹤0.01%	515
2021 Q3	$13K	Hold	306	–	–	﹤0.01%	497
2021 Q2	$14K	Hold	306	–	–	﹤0.01%	469
2021 Q1	$13K	Sell	306 -483	-61%	-$20.4K	﹤0.01%	439
2020 Q4	$30K	Sell	789 -79	-9%	-$2.73K	﹤0.01%	306
2020 Q3	$26K	Hold	868	–	–	﹤0.01%	289
2020 Q2	$24K	Buy	868 +305	+54%	+$7.65K	﹤0.01%	287
2020 Q1	$12K	Buy	563 +5	+0.9%	+$141	﹤0.01%	348
2019 Q4	$17K	Hold	558	–	–	﹤0.01%	340
2019 Q3	$16K	Hold	558	–	–	﹤0.01%	313
2019 Q2	$17K	Hold	558	–	–	﹤0.01%	319
2019 Q1	$17K	Hold	558	–	–	﹤0.01%	324
2018 Q4	$15K	Buy	+558	New	+$15.7K	﹤0.01%	336

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

Baystate Wealth Management's NUSC Position: Q4 2023 in Review

Baystate Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.2% in Q4 2023, buying an estimated $281 and bringing the position to 689 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Baystate Wealth Management first reported a position in NUSC in Q4 2018 and has held it in 21 quarters since. The position peaked at $30K in Q4 2020. 228 funds tracked by Wall St. Rank hold NUSC as of Q4 2023.

Baystate Wealth Management held 689 shares of Nuveen ESG Small-Cap ETF worth $26.9K as of Q4 2023.
Baystate Wealth Management bought 8 Nuveen ESG Small-Cap ETF shares in Q4 2023, an estimated $281.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #497 holding.
Baystate Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2018 and has held it in 21 quarters since.
Baystate Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $30K in Q4 2020.
228 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.