Carmichael Hill & Associates’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Carmichael Hill & Associates’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 Q3	$8.91K	Hold	208	–	–	﹤0.01%	598
2024 Q2	$8.18K	Hold	208	–	–	﹤0.01%	585
2024 Q1	$8.65K	Hold	208	–	–	﹤0.01%	582
2023 Q4	$8.13K	Hold	208	–	–	﹤0.01%	599
2023 Q3	$7.24K	Hold	208	–	–	﹤0.01%	605
2023 Q2	$7.69K	Hold	208	–	–	﹤0.01%	595
2023 Q1	$7.37K	Hold	208	–	–	﹤0.01%	596
2022 Q4	$7.11K	Sell	208 -110	-35%	-$3.84K	﹤0.01%	599
2022 Q3	$10K	Hold	318	–	–	0.01%	568
2022 Q2	$10K	Hold	318	–	–	0.01%	564
2022 Q1	$13K	Hold	318	–	–	0.01%	556
2021 Q4	$13K	Buy	+318	New	+$14.2K	0.01%	578

Other funds holding NUSC

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Carmichael Hill & Associates's NUSC Position: Q3 2024 in Review

Carmichael Hill & Associates held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q3 2024 at 208 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Carmichael Hill & Associates first reported a position in NUSC in Q4 2021 and has held it in 12 quarters since. The position peaked at $13K in Q1 2022. 239 funds tracked by Wall St. Rank hold NUSC as of Q3 2024.

Carmichael Hill & Associates held 208 shares of Nuveen ESG Small-Cap ETF worth $8.91K as of Q3 2024.
Carmichael Hill & Associates left its Nuveen ESG Small-Cap ETF share count unchanged in Q3 2024.
Nuveen ESG Small-Cap ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #598 holding.
Carmichael Hill & Associates first reported a position in Nuveen ESG Small-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Carmichael Hill & Associates's Nuveen ESG Small-Cap ETF position peaked at $13K in Q1 2022.
239 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.