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

BKM 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
2024
Q1 		– Sell
-2,535
Closed -$99.1K – 425
2023
Q4 		$99.1K Buy
+2,535
New +$89.2K 0.04% 200

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BKM Wealth Management's NUSC Position: Q1 2024 in Review

BKM Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2024, closing a stake of 2,535 shares — an estimated $99.1K sold.

BKM Wealth Management first reported a position in NUSC in Q4 2023 and held it in 1 quarter. The position peaked at $99.1K in Q4 2023. 234 funds tracked by Wall St. Rank hold NUSC as of Q1 2024.

  • BKM Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,535 Nuveen ESG Small-Cap ETF shares in Q1 2024, an estimated $99.1K.
  • BKM Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $99.1K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.