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Financial Architects (New Jersey)’s Nuveen ESG Small-Cap ETF NUSC Stock Holding History

Financial Architects (New Jersey)’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 		$723K Buy
19,539
+1,060
+6% +$37.5K 0.11% 171
2023
Q1 		$654K Buy
18,479
+2,189
+13% +$79.6K 0.11% 178
2022
Q4 		$557K Buy
16,290
+4,361
+37% +$152K 0.09% 195
2022
Q3 		$382K Buy
+11,929
New +$420K 0.07% 226
2021
Q4 		– Sell
-6,771
Closed -$294K – 346
2021
Q3 		$294K Sell
6,771
-580
-8% -$25.6K 0.04% 267
2021
Q2 		$332K Sell
7,351
-1,588
-18% -$70.6K 0.05% 253
2021
Q1 		$385K Sell
8,939
-511
-5% -$21.6K 0.06% 228
2020
Q4 		$362K Sell
9,450
-449
-5% -$15.5K 0.07% 201
2020
Q3 		$294K Buy
9,899
+1,010
+11% +$29.5K 0.06% 201
2020
Q2 		$244K Hold
8,889
– – 0.06% 212
2020
Q1 		$192K Buy
8,889
+1,964
+28% +$55.3K 0.05% 220
2019
Q4 		$216K Buy
6,925
+1,116
+19% +$33.6K 0.05% 233
2019
Q3 		$170K Hold
5,809
– – 0.04% 252
2019
Q2 		$172K Hold
5,809
– – 0.03% 278
2019
Q1 		$167K Buy
5,809
+944
+19% +$26.3K 0.03% 340
2018
Q4 		$120K Buy
4,865
+1,956
+67% +$55.2K 0.02% 364
2018
Q3 		$92K Hold
2,909
– – 0.02% 487
2018
Q2 		$89K Buy
+2,909
New +$86.5K 0.02% 428

Other funds holding NUSC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $672B AUM 33.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Architects (New Jersey)'s NUSC Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Nuveen ESG Small-Cap ETF (NUSC) stake by 5.7% in Q2 2023, buying an estimated $37.5K and bringing the position to 19,539 shares worth $723K. The position accounts for 0.11% of the portfolio, ranked #171.

Financial Architects (New Jersey) first reported a position in NUSC in Q2 2018 and has held it in 18 quarters since. 212 funds tracked by Wall St. Rank hold NUSC as of Q2 2023.

  • Financial Architects (New Jersey) held 19,539 shares of Nuveen ESG Small-Cap ETF worth $723K as of Q2 2023.
  • Financial Architects (New Jersey) bought 1,060 Nuveen ESG Small-Cap ETF shares in Q2 2023, an estimated $37.5K.
  • Nuveen ESG Small-Cap ETF made up 0.11% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #171 holding.
  • Financial Architects (New Jersey) first reported a position in Nuveen ESG Small-Cap ETF in Q2 2018 and has held it in 18 quarters since.
  • 212 funds tracked by Wall St. Rank held Nuveen ESG Small-Cap ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.