C-J Advisory’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

C-J Advisory’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 Q3	$4.08M	Sell	93,758 -1,993	-2%	-$88K	2.16%	16
2021 Q2	$4.32M	Sell	95,751 -2,265	-2%	-$101K	2.32%	15
2021 Q1	$4.22M	Buy	98,016 +339	+0.3%	+$14.3K	2.46%	14
2020 Q4	$3.74M	Buy	97,677 +1,951	+2%	+$67.5K	2.33%	15
2020 Q3	$2.84M	Buy	95,726 +263	+0.3%	+$7.67K	2.06%	16
2020 Q2	$2.61M	Buy	95,463 +33,739	+55%	+$847K	1.97%	16
2020 Q1	$1.33M	Buy	61,724 +17,958	+41%	+$506K	1.2%	20
2019 Q4	$1.36M	Buy	43,766 +5,982	+16%	+$180K	0.81%	22
2019 Q3	$1.11M	Buy	37,784 +3,877	+11%	+$113K	0.7%	22
2019 Q2	$1M	Buy	33,907 +1,364	+4%	+$39.7K	0.65%	21
2019 Q1	$947K	Buy	32,543 +1,145	+4%	+$31.9K	0.62%	22
2018 Q4	$777K	Buy	31,398 +6,887	+28%	+$194K	0.57%	24
2018 Q3	$774K	Buy	24,511 +7,202	+42%	+$228K	0.52%	24
2018 Q2	$531K	Buy	17,309 +12,514	+261%	+$372K	0.37%	27
2018 Q1	$133K	Buy	+4,795	New	+$138K	0.1%	37

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 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 $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

C-J Advisory's NUSC Position: Q3 2021 in Review

C-J Advisory reduced its Nuveen ESG Small-Cap ETF (NUSC) stake by 2.1% in Q3 2021, selling an estimated $88K and leaving 93,758 shares worth $4.08M. The position accounts for 2.16% of the portfolio, ranked #16.

C-J Advisory first reported a position in NUSC in Q1 2018 and has held it in 15 quarters since. The position peaked at $4.32M in Q2 2021. 162 funds tracked by Wall St. Rank hold NUSC as of Q3 2021.

C-J Advisory held 93,758 shares of Nuveen ESG Small-Cap ETF worth $4.08M as of Q3 2021.
C-J Advisory sold 1,993 Nuveen ESG Small-Cap ETF shares in Q3 2021, an estimated $88K.
Nuveen ESG Small-Cap ETF made up 2.16% of C-J Advisory's portfolio in Q3 2021, its #16 holding.
C-J Advisory first reported a position in Nuveen ESG Small-Cap ETF in Q1 2018 and has held it in 15 quarters since.
C-J Advisory's Nuveen ESG Small-Cap ETF position peaked at $4.32M in Q2 2021.
162 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.