Benjamin F. Edwards & Company’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Benjamin F. Edwards & Company’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 Q1	–	Sell	-2,110	Closed	-$89K	–	1803
2021 Q4	$89K	Sell	2,110 -2	-0.1%	-$89	﹤0.01%	907
2021 Q3	$92K	Sell	2,112 -244	-10%	-$10.8K	﹤0.01%	873
2021 Q2	$106K	Hold	2,356	–	–	0.01%	833
2021 Q1	$101K	Buy	2,356 +486	+26%	+$20.5K	0.01%	834
2020 Q4	$72K	Buy	+1,870	New	+$64.7K	﹤0.01%	873

Other funds holding NUSC

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

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

Benjamin F. Edwards & Company's NUSC Position: Q1 2022 in Review

Benjamin F. Edwards & Company sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2022, closing a stake of 2,110 shares — an estimated $89K sold.

Benjamin F. Edwards & Company first reported a position in NUSC in Q4 2020 and held it in 5 quarters. The position peaked at $106K in Q2 2021. 180 funds tracked by Wall St. Rank hold NUSC as of Q1 2022.

Benjamin F. Edwards & Company reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 2,110 Nuveen ESG Small-Cap ETF shares in Q1 2022, an estimated $89K.
Benjamin F. Edwards & Company first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and held it in 5 quarters.
Benjamin F. Edwards & Company's Nuveen ESG Small-Cap ETF position peaked at $106K in Q2 2021.
180 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2022, filed 4 May 2022.