Concord Wealth Partners’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-599	Closed	-$24.9K	–	898
2024 Q1	$24.9K	Buy	+599	New	+$23.5K	﹤0.01%	459
2023 Q4	–	Sell	-599	Closed	-$20.9K	–	955
2023 Q3	$20.9K	Sell	599 -253	-30%	-$9.33K	﹤0.01%	506
2023 Q2	$31.5K	Buy	852 +51	+6%	+$1.8K	0.01%	425
2023 Q1	$28.4K	Buy	801 +104	+15%	+$3.78K	0.01%	434
2022 Q4	$23.8K	Buy	+697	New	+$24.3K	0.01%	496
2022 Q3	–	Sell	-340	Closed	-$11K	–	793
2022 Q2	$11K	Buy	340 +220	+183%	+$7.91K	﹤0.01%	673
2022 Q1	$5K	Hold	120	–	–	﹤0.01%	909
2021 Q4	$5K	Hold	120	–	–	﹤0.01%	954
2021 Q3	$5K	Hold	120	–	–	﹤0.01%	588
2021 Q2	$5K	Hold	120	–	–	﹤0.01%	736
2021 Q1	$5K	Buy	+120	New	+$5.07K	﹤0.01%	675

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 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 $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Concord Wealth Partners's NUSC Position: Q2 2024 in Review

Concord Wealth Partners sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2024, closing a stake of 599 shares — an estimated $24.9K sold.

Concord Wealth Partners first reported a position in NUSC in Q1 2021 and held it in 11 quarters. The position peaked at $31.5K in Q2 2023. 233 funds tracked by Wall St. Rank hold NUSC as of Q2 2024.

Concord Wealth Partners reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 599 Nuveen ESG Small-Cap ETF shares in Q2 2024, an estimated $24.9K.
Concord Wealth Partners first reported a position in Nuveen ESG Small-Cap ETF in Q1 2021 and held it in 11 quarters.
Concord Wealth Partners's Nuveen ESG Small-Cap ETF position peaked at $31.5K in Q2 2023.
233 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.