Better Money Decisions’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Better Money Decisions’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	–	Sell	-3,647	Closed	-$120K	–	306
2022 Q2	$120K	Buy	+3,647	New	+$131K	0.1%	82
2021 Q4	–	Sell	-5,094	Closed	-$221K	–	407
2021 Q3	$221K	Buy	5,094 +226	+5%	+$9.97K	0.18%	65
2021 Q2	$220K	Buy	4,868 +1,707	+54%	+$75.9K	0.2%	63
2021 Q1	$136K	Buy	+3,161	New	+$133K	0.14%	72

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

MWM

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

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

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

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

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

Better Money Decisions's NUSC Position: Q3 2022 in Review

Better Money Decisions sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2022, closing a stake of 3,647 shares — an estimated $120K sold.

Better Money Decisions first reported a position in NUSC in Q1 2021 and held it in 4 quarters. The position peaked at $221K in Q3 2021. 181 funds tracked by Wall St. Rank hold NUSC as of Q3 2022.

Better Money Decisions reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 3,647 Nuveen ESG Small-Cap ETF shares in Q3 2022, an estimated $120K.
Better Money Decisions first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Nuveen ESG Small-Cap ETF position peaked at $221K in Q3 2021.
181 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.