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Dorsey & Whitney Trust’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Dorsey & Whitney Trust’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
2020
Q2 		– Sell
-10,000
Closed -$216K – 449
2020
Q1 		$216K Buy
+10,000
New +$282K 0.04% 337

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dorsey & Whitney Trust's NUSC Position: Q2 2020 in Review

Dorsey & Whitney Trust sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2020, closing a stake of 10,000 shares — an estimated $216K sold.

Dorsey & Whitney Trust first reported a position in NUSC in Q1 2020 and held it in 1 quarter. The position peaked at $216K in Q1 2020. 77 funds tracked by Wall St. Rank hold NUSC as of Q2 2020.

  • Dorsey & Whitney Trust reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 10,000 Nuveen ESG Small-Cap ETF shares in Q2 2020, an estimated $216K.
  • Dorsey & Whitney Trust first reported a position in Nuveen ESG Small-Cap ETF in Q1 2020 and held it in 1 quarter.
  • Dorsey & Whitney Trust's Nuveen ESG Small-Cap ETF position peaked at $216K in Q1 2020.
  • 77 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2020.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2020, filed 13 Aug 2020.