Enterprise Financial Services Corp (EFSC)’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Enterprise Financial Services Corp (EFSC)’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 Q4	–	Sell	-8	Closed	–	–	1334
2020 Q3	$0	Sell	8 -10,153	-100%	-$296K	﹤0.01%	1293
2020 Q2	$279K	Buy	10,161 +2,405	+31%	+$60.3K	0.06%	165
2020 Q1	$168K	Buy	7,756 +11	+0.1%	+$310	0.04%	213
2019 Q4	$241K	Buy	7,745 +320	+4%	+$9.63K	0.05%	203
2019 Q3	$217K	Buy	7,425 +18	+0.2%	+$527	0.05%	210
2019 Q2	$218K	Buy	7,407 +16	+0.2%	+$466	0.05%	218
2019 Q1	$212K	Buy	+7,391	New	+$206K	0.05%	216

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

AWP

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

CIA

Compass Ion Advisors Conshohocken, Pennsylvania $1.05B AUM 16.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

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

Enterprise Financial Services Corp (EFSC)'s NUSC Position: Q4 2020 in Review

Enterprise Financial Services Corp (EFSC) sold out of Nuveen ESG Small-Cap ETF (NUSC) in Q4 2020, closing a stake of 8 shares.

Enterprise Financial Services Corp (EFSC) first reported a position in NUSC in Q1 2019 and held it in 7 quarters. The position peaked at $279K in Q2 2020. 109 funds tracked by Wall St. Rank hold NUSC as of Q4 2020.

Enterprise Financial Services Corp (EFSC) reported no remaining Nuveen ESG Small-Cap ETF position as of Q4 2020 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 8 Nuveen ESG Small-Cap ETF shares in Q4 2020.
Enterprise Financial Services Corp (EFSC) first reported a position in Nuveen ESG Small-Cap ETF in Q1 2019 and held it in 7 quarters.
Enterprise Financial Services Corp (EFSC)'s Nuveen ESG Small-Cap ETF position peaked at $279K in Q2 2020.
109 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q4 2020.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q4 2020, filed 12 Feb 2021.