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

BerganKDV 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 Q2	$1.07M	Buy	28,936 +10,653	+58%	+$376K	0.11%	128
2023 Q1	$647K	Buy	18,283 +3,484	+24%	+$127K	0.07%	155
2022 Q4	$506K	Sell	14,799 -2,248	-13%	-$78.4K	0.05%	165
2022 Q3	$547K	Buy	17,047 +1,715	+11%	+$60.4K	0.07%	157
2022 Q2	$503K	Buy	15,332 +95	+0.6%	+$3.42K	0.06%	174
2022 Q1	$607K	Buy	15,237 +1,296	+9%	+$51.2K	0.06%	172
2021 Q4	$586K	Buy	13,941 +2,186	+19%	+$97.4K	0.06%	181
2021 Q3	$511K	Buy	11,755 +4,938	+72%	+$218K	0.06%	177
2021 Q2	$308K	Buy	6,817 +1,481	+28%	+$65.9K	0.04%	217
2021 Q1	$230K	Buy	5,336 +4,813	+920%	+$203K	0.03%	225
2020 Q4	$20K	Hold	523	–	–	﹤0.01%	476
2020 Q3	$16K	Buy	+523	New	+$15.3K	﹤0.01%	452

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BerganKDV Wealth Management's NUSC Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 58% in Q2 2023, buying an estimated $376K and bringing the position to 28,936 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #128.

BerganKDV Wealth Management first reported a position in NUSC in Q3 2020 and has held it in 12 quarters since. 212 funds tracked by Wall St. Rank hold NUSC as of Q2 2023.

BerganKDV Wealth Management held 28,936 shares of Nuveen ESG Small-Cap ETF worth $1.07M as of Q2 2023.
BerganKDV Wealth Management bought 10,653 Nuveen ESG Small-Cap ETF shares in Q2 2023, an estimated $376K.
Nuveen ESG Small-Cap ETF made up 0.11% of BerganKDV Wealth Management's portfolio in Q2 2023, its #128 holding.
BerganKDV Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q3 2020 and has held it in 12 quarters since.
212 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.