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Confluence Wealth Services’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-25
Closed -$1K – 849
2021
Q4 		$1K Buy
+25
New +$1.11K ﹤0.01% 1199

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Confluence Wealth Services's NUSC Position: Q1 2022 in Review

Confluence Wealth Services sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in NUSC in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 180 funds tracked by Wall St. Rank hold NUSC as of Q1 2022.

  • Confluence Wealth Services reported no remaining Nuveen ESG Small-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 25 Nuveen ESG Small-Cap ETF shares in Q1 2022, an estimated $1K.
  • Confluence Wealth Services first reported a position in Nuveen ESG Small-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Nuveen ESG Small-Cap ETF position peaked at $1K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.