Burt Wealth Advisors’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Burt Wealth Advisors’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
2021 Q1	–	Sell	-270	Closed	-$10K	–	267
2020 Q4	$10K	Hold	270	–	–	﹤0.01%	281
2020 Q3	$8K	Buy	270 +165	+157%	+$4.81K	﹤0.01%	292
2020 Q2	$3K	Hold	105	–	–	﹤0.01%	319
2020 Q1	$2K	Hold	105	–	–	﹤0.01%	347
2019 Q4	$3K	Hold	105	–	–	﹤0.01%	308
2019 Q3	$3K	Hold	105	–	–	﹤0.01%	311
2019 Q2	$3K	Hold	105	–	–	﹤0.01%	310
2019 Q1	$3K	Hold	105	–	–	﹤0.01%	319
2018 Q4	$3K	Hold	105	–	–	﹤0.01%	314
2018 Q3	$3K	Hold	105	–	–	﹤0.01%	344
2018 Q2	$3K	Buy	+105	New	+$3.12K	﹤0.01%	332

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

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

AWP

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

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 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

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

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

Burt Wealth Advisors's NUSC Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2021, closing a stake of 270 shares — an estimated $10K sold.

Burt Wealth Advisors first reported a position in NUSC in Q2 2018 and held it in 11 quarters. The position peaked at $10K in Q4 2020. 139 funds tracked by Wall St. Rank hold NUSC as of Q1 2021.

Burt Wealth Advisors reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 270 Nuveen ESG Small-Cap ETF shares in Q1 2021, an estimated $10K.
Burt Wealth Advisors first reported a position in Nuveen ESG Small-Cap ETF in Q2 2018 and held it in 11 quarters.
Burt Wealth Advisors's Nuveen ESG Small-Cap ETF position peaked at $10K in Q4 2020.
139 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.