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

Ellevest Inc’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 Q2	–	Sell	-4	Closed	-$146	–	1204
2023 Q1	$146	Buy	+4	New	+$146	﹤0.01%	1792

Other funds holding NUSC

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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 $4.86B AUM 22.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ellevest Inc's NUSC Position: Q2 2023 in Review

Ellevest Inc sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q2 2023, closing a stake of 4 shares — an estimated $146 sold.

Ellevest Inc first reported a position in NUSC in Q1 2023 and held it in 1 quarter. The position peaked at $146 in Q1 2023. 212 funds tracked by Wall St. Rank hold NUSC as of Q2 2023.

Ellevest Inc reported no remaining Nuveen ESG Small-Cap ETF position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 4 Nuveen ESG Small-Cap ETF shares in Q2 2023, an estimated $146.
Ellevest Inc first reported a position in Nuveen ESG Small-Cap ETF in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Nuveen ESG Small-Cap ETF position peaked at $146 in Q1 2023.
212 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.