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

Diversified’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
Q3 		$673K Buy
15,713
+200
+1% +$8.25K 0.07% 101
2024
Q2 		$610K Buy
+15,513
New +$615K 0.07% 105

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diversified's NUSC Position: Q3 2024 in Review

Diversified increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 1.3% in Q3 2024, buying an estimated $8.25K and bringing the position to 15,713 shares worth $673K. The position accounts for 0.07% of the portfolio, ranked #101.

Diversified first reported a position in NUSC in Q2 2024 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold NUSC as of Q3 2024.

  • Diversified held 15,713 shares of Nuveen ESG Small-Cap ETF worth $673K as of Q3 2024.
  • Diversified bought 200 Nuveen ESG Small-Cap ETF shares in Q3 2024, an estimated $8.25K.
  • Nuveen ESG Small-Cap ETF made up 0.07% of Diversified's portfolio in Q3 2024, its #101 holding.
  • Diversified first reported a position in Nuveen ESG Small-Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.