Colony Group’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Colony Group’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 Q1	–	Sell	-16,426	Closed	-$561K	–	843
2022 Q4	$561K	Buy	+16,426	New	+$573K	0.01%	606

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

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

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

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

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

Colony Group's NUSC Position: Q1 2023 in Review

Colony Group sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2023, closing a stake of 16,426 shares — an estimated $561K sold.

Colony Group first reported a position in NUSC in Q4 2022 and held it in 1 quarter. The position peaked at $561K in Q4 2022. 203 funds tracked by Wall St. Rank hold NUSC as of Q1 2023.

Colony Group reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2023 after selling out during the quarter.
Colony Group sold 16,426 Nuveen ESG Small-Cap ETF shares in Q1 2023, an estimated $561K.
Colony Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2022 and held it in 1 quarter.
Colony Group's Nuveen ESG Small-Cap ETF position peaked at $561K in Q4 2022.
203 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2023.

Based on Colony Group's 13F filing for Q1 2023, filed 16 May 2023.