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

Chicago 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
2021
Q3 		– Sell
-4,835
Closed -$218K – 45
2021
Q2 		$218K Sell
4,835
-4,819
-50% -$214K 0.16% 40
2021
Q1 		$415K Hold
9,654
– – 0.33% 29
2020
Q4 		$370K Sell
9,654
-40
-0.4% -$1.38K 0.34% 21
2020
Q3 		$287K Buy
+9,694
New +$283K 0.32% 23

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chicago Wealth Management's NUSC Position: Q3 2021 in Review

Chicago Wealth Management sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q3 2021, closing a stake of 4,835 shares — an estimated $218K sold.

Chicago Wealth Management first reported a position in NUSC in Q3 2020 and held it in 4 quarters. The position peaked at $415K in Q1 2021. 162 funds tracked by Wall St. Rank hold NUSC as of Q3 2021.

  • Chicago Wealth Management reported no remaining Nuveen ESG Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Chicago Wealth Management sold 4,835 Nuveen ESG Small-Cap ETF shares in Q3 2021, an estimated $218K.
  • Chicago Wealth Management first reported a position in Nuveen ESG Small-Cap ETF in Q3 2020 and held it in 4 quarters.
  • Chicago Wealth Management's Nuveen ESG Small-Cap ETF position peaked at $415K in Q1 2021.
  • 162 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2021.

Based on Chicago Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.