CTWM
NUSC icon

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

Cherry Tree 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
2023
Q3 		– Sell
-311
Closed -$11.5K – 610
2023
Q2 		$11.5K Buy
+311
New +$11K ﹤0.01% 328

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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 1-Year Est. Return

Cherry Tree Wealth Management's NUSC Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2023, closing a stake of 311 shares — an estimated $11.5K sold.

Cherry Tree Wealth Management first reported a position in NUSC in Q2 2023 and held it in 1 quarter. The position peaked at $11.5K in Q2 2023. 207 funds tracked by Wall St. Rank hold NUSC as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 311 Nuveen ESG Small-Cap ETF shares in Q3 2023, an estimated $11.5K.
  • Cherry Tree Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $11.5K in Q2 2023.
  • 207 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.