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

DB Wealth Management 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 Q4	$19.7K	Hold	503	–	–	0.01%	235
2023 Q3	$17.5K	Hold	503	–	–	0.01%	237
2023 Q2	$18.6K	Hold	503	–	–	0.01%	233
2023 Q1	$17.8K	Hold	503	–	–	0.01%	237
2022 Q4	$17.2K	Hold	503	–	–	0.01%	236
2022 Q3	$16K	Sell	503 -838	-62%	-$29.5K	0.01%	252
2022 Q2	$44K	Hold	1,341	–	–	0.03%	162
2022 Q1	$53K	Buy	1,341 +838	+167%	+$33.1K	0.03%	163
2021 Q4	$21K	Hold	503	–	–	0.01%	226
2021 Q3	$22K	Sell	503 -57	-10%	-$2.52K	0.01%	221
2021 Q2	$25K	Hold	560	–	–	0.02%	207
2021 Q1	$24K	Hold	560	–	–	0.02%	219
2020 Q4	$21K	Buy	+560	New	+$19.4K	0.02%	222

Other funds holding NUSC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $570B AUM 27.57% 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 $377B AUM 19.32% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

DB Wealth Management Group's NUSC Position: Q4 2023 in Review

DB Wealth Management Group held its Nuveen ESG Small-Cap ETF (NUSC) position steady in Q4 2023 at 503 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #235.

DB Wealth Management Group first reported a position in NUSC in Q4 2020 and has held it in 13 quarters since. The position peaked at $53K in Q1 2022. 227 funds tracked by Wall St. Rank hold NUSC as of Q4 2023.

DB Wealth Management Group held 503 shares of Nuveen ESG Small-Cap ETF worth $19.7K as of Q4 2023.
DB Wealth Management Group left its Nuveen ESG Small-Cap ETF share count unchanged in Q4 2023.
Nuveen ESG Small-Cap ETF made up 0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #235 holding.
DB Wealth Management Group first reported a position in Nuveen ESG Small-Cap ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Nuveen ESG Small-Cap ETF position peaked at $53K in Q1 2022.
227 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.